This service is about you achieving a specific goal at a specific time without the need for ongoing reviews and support. Our fees are therefore ‘one-off’ and whilst the service is very comprehensive, over time it would be considered our lowest cost option.
Based on a single transaction where straight forward advice is provided and limited to one need area. The advice is ‘one off’ and no ongoing support is required or provided.
Straight forward quick but comprehensive advice. The option always to develop the relationship to a higher level. Clear known costs at the outset.
We understand that some clients will require such specific advice and it may be a one transaction client, or it may be a more established client requiring specific advice.
We will ask for only relevant details. Clear specific advice will be provided. A simplified report will be provided. Risk based investment solutions only. Ongoing support or advice available on a fee basis.
Initial ‘at our cost’ meeting. Necessary telephone contact. Recommendation meeting. Annual provider statement direct.
Reviews available for set fee. See charging structure document for standard fees.
Alexander Calder Financial is a trading style of Lyncombe Consultants Limited which is authorised and regulated by the Financial Conduct Authority under firm reference number 618025
Registered in England and Wales No.06030940
Registered address: Pera Business Park, Nottingham Road, Melton Mowbray, Leics, LE13 0PB
Tel: 01664 503759
Get In Touch
35 Carlton Road, Worksop
Nottinghamshire, S80 1PD
Tel: +44 (0) 1909 512250