Recommendation
We are pleased to provide further details of the recommendation stage of the advice process.
In making our recommendation and providing advice, we will:
- Recap. on the outcome of our earlier meeting(s), checking our mutual understanding of your needs, objectives and priorities.
- Ensure that there have been no changes in your circumstances that might affect our advice.
- Provide a high-level explanation of our advice, relating this to the needs previously identified.
- Provide documentation that explains the key features of any product recommended.
- Provide a personal illustration of the costs and potential benefits of any product recommended.
- Provide (where previously agreed) a detailed, written report that confirms both our recommendations and the reasons for them.
- Discuss and agree the actions to be taken following our recommendation.
- Confirm what happens next.
Where our advice involves the arrangement of any insurance or investment related product (including mortgages), we are required to satisfy Anti-Money Laundering legislation. We will therefore need documentary evidence of your identity and address.