Tel: 0161 839 4956
Fax: 0192 575 9730
Email: info@dcandp.co.uk

If You Wish To Engage Our Services

It is important that we have as full a picture as possible of:

  • Your personal circumstances.
  • Your financial standing.
  • Your attitude to risk.

A meeting will be arranged that will be devoted to this kind of data gathering. If you are well prepared, that meeting will probably run for less than an hour.

Following that meeting we will send you a set of "Personal Accounts":

  • These will summarise your assets and liabilities.
  • Your income and expenditure.
  • Your tax position.

We will also prepare a "Financial Planning Report" to present to you at a further meeting:

  • This report will contain specific advice for the future.
  • It will recommend the amount of liquidity that you carry going forward.
  • Which bank and building society accounts to use.
  • It will also recommend the amount of investments that you carry going forward.
  • However, it will not dwell on the specific investment funds to be used at this stage.
  • It will cover tax planning both immediate and in the future.
  • The meeting will probably run for around an hour.

If you wish to pursue our recommendations further, we will prepare an "Investment Planning Report" for presentation to you at another meeting:

  • This report will contain specific advice on the investment funds to use.
  • With which investment management houses.
  • And this will all be weighed against your personal attitude to risk.
  • To ensure that the two are in balance.
  • The meeting will probably run for around an hour.

If you decide to adopt our investment recommendations, we will arrange all the formalities for you at a final meeting that will probably run for around an hour.

Please refer to the following pages on this site for further details of our fees:

  • "The cost of our services new clients"
  • "The cost of our services ongoing"
  • "Adviser fees some examples

Enquiry