How We Work
The Asquith Hart method
We pride ourselves on personal home service and genuine long term relationships with our clients. Providing advice and help following a personal financial review which can take place at a convenient time to suit you. Most often a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Services built on strong and fair foundations
Asquith Hart is made up of a team with decades of extensive experience within the financial services profession, The qualities that we value in each other – friendliness, skill, knowledge and professionalism – are brought to bear in all our dealings with clients. Above all, we want you to benefit from value for money and to feel confident that your financial affairs are in good hands.
Keeping ahead of the game
In our sector there are frequent changes to rules and regulations and a vast marketplace of products to be aware of. We work tirelessly to ensure that we’re up-to-date with legislation and issues that could affect the management of your finances. Our approach is geared towards ongoing commitment and the long-term view, borne out by our proven track record.
How we are different
Following your initial financial review, we will take time to consider your situation, needs and priorities before creating a written plan which will include our recommendations on the options we think you should consider. We will discuss this face to face in a follow up meeting in which we’ll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Our initial discussions will be free of charge and without obligation. Where further advice is deemed necessary, we will present our fee options up front and with total clarity.
If you live or work in Derbyshire, Staffordshire, Nottinghamshire or Leicestershire and are seeking financial advice, whether you wish to speak to a investment adviser, a pensions adviser, or an insurance adviser, please contact us now on 01283 701569 or email us at firstname.lastname@example.org. and we will arrange an appointment at your earliest convenience.
You will find that our financial adviser team are very flexible and are happy to meet at your home or workplace, anywhere within the Midlands area There is no charge for an initial consultation and you are under no obligation to accept any financial advice that is offered by our advisers.
Our Robust Process
An Initial Consultation is offered free of charge. Following that a further Fact Finding meeting is organised to gather crucial information about your financial situation and attitude to risk (also at our expense)
We will make a presentation of our Recommendation Report to ensure you achieve your aims and objectives.
We set up your personal plan.
MAINTAINING THE RELATIONSHIP
We will engage in regular reviews with care and advice through our Ongoing Management Service.
The reason we decided we needed financial help
“As my wife and I neared retirement age we started to receive communications from our various pension providers outlining our options with them. We found it confusing and just didn’t know what was best for us. We quickly realised that we needed some professional advice. We were recommended Asquith Hart Ltd by a family member who were already using their services.
We Arranged a home visit and Roy reviewed the policies and our needs. We had the full range of options available to us explained. And the potential value of our pension pot!
With Roy’s expert advice we have both been able to retire early! This wouldn’t have been possible if we had taken the options offered by the pension funds!
We are delighted with the service we have received and would recommend Asquith Hart without reservation.”
Duncan and Sheryl Gould, Derbyshire