We know that choosing a financial advisor can be difficult and there are many questions that you may have. We have listed some of our most commonly asked questions in hope that they will answer any queries that you may have.
If your question hasn’t been answered, please get in touch today and our team will get back to you as soon as possible!
All advisers can charge differently, however at Palm Financial Management Limited; we offer a free initial meeting. At the meeting we will discuss your needs and goals and if we are able to help, we discuss what costs are involved for your personal plan at the outset. Don’t worry, we will not undertake any further work on your behalf until those costs have been mutually agreed.
This will depend on the level of service and complexity of work, which we asses on a case by case basis at your initial free meeting. What we can promise is a friendly, jargon free environment where you will feel safe to ask any questions about our work. We do not use call centres and our experienced team, who know our clients personally are on hand to help you with any questions and queries.
As with all financial decisions, taking your hard earned pension benefits or saving for the future is a big decision. Making the wrong choice could have a negative impact on your finances. If you don’t understand the plan, your benefits or how to achieve your goals then we would always recommend speaking to a professional. Please do not just sign paperwork on things you don’t understand, there may be other options that are more beneficial to you. For some pension plans it is not mandatory to take advice, however there are some more specialist pension situations where advice is mandatory. Take an initial meeting at our expense and see what options are available to you.
Palm Financial Management Limited are Independent Financial Advisers, which means we have no ties or links to any financial institutions and can make decisions based on whole of market research. We offer advice on a range of financial situations, such as Pensions, Investments, Mortgages and Protection, all tailored to your individual needs. If you have an unusual query, give us a call and we will let you know if we can help.
At Palm Financial Management we like to think that our approach to you as clients is professional, but with a friendly approachable manner. We understand that financial advice can be daunting to many, and we are here to make you feel at ease and realise that the only stupid question is the one you don’t ask! We have a dedicated in house team and we do not outsource our work elsewhere, which means you will deal with the same friendly faces and voices and on a day to day basis. They will get to know your personal needs and are invested in doing the best they can for you. Many of our clients have been apprehensive about approaching a financial adviser, however after enlisting the help of Palm and becoming clients have realised there really is nothing to be worried about.
We can discuss where is best for your appointment and decide on a location to meet your needs. We are relaxed about location. If this is at your home, at the office or indeed initially at a mutual location, your choice is fine. Our aim is to always create an environment where you feel safe and relaxed discussing your finances.
Our office opening hours are typically Monday to Friday 9am to 5pm. Our direct telephone number is 0113 3970323.
We also have a client e-mail address which is info@palmfinancial.co.uk and this is available for contact anytime.
We aim to be flexible with our clients and should an urgent matter arise we would always try to help outside of these standard hours.