The Advice Process
Abbey Lane Associates provide a service to suit the needs of each individual we work with…
Step 1. Consultation Request
You contact us and request a free initial consultation with one of our Independent Financial Advisers.
Step 2. Telephone Consultation
One of our Diploma qualified Independent Financial Advisers will then contact you to discuss your financial needs and aspirations and arrange a face to face meeting at a convenient time for you.
Step 3. Face to Face Meeting
Your dedicated Independent Financial Adviser will now meet with you at your convenience to gather further information about your current financial situation. They will also discuss with you your financial goals as well as any financial products you may currently hold. The information taken will then be used to research any financial products that could meet your needs. They will then arrange a second meeting with you at your convenience.
Step 4. Recommendation
Your dedicated Independent Financial Adviser will now meet with you to discuss their recommendations with you and explain how these have been reached. Subject to your approval they will then arrange for all the necessary paperwork to be completed and oversee the application process.
Get Started Now
Contact our expert Independent Financial Advisers today to discuss your pension.
Contact us now on 0114 2293181 or firstname.lastname@example.org
We are a company of fully Independent Financial Advisers and have been around since 1989. We are not like other sites online who sell your information to third parties for a fee. All our staff are Diploma qualified Independent Financial Advisers and have the industry standard Statement of Professional Standing (SPS).