We establish your life goals, personal circumstances, aspirations and concerns.
We collect all relevant personal and financial data and establish your perceived risks.
We assess your current position and how you have arrived there, with the intention of making a recommendation on the type of products that will best suit your needs.
Having completed the preparatory work, we will prepare a personal report and recommendations, then set out different strategies which can be used to get you where you want to be.
We agree the plan to implement the strategy to help you achieve your objectives over a given period of time.
If you choose, we will meet on an ongoing basis to assess your strategy and implement the next steps in your plan.
Marian was professional and showed us a lot of dedication towards supporting us. We were well informed throughout the process. Very happy.
Mr J, Customer, Harlow, Essex
Thomas Oliver UK LLP Tudor Lodge Burton Lane Goffs Oak Hertfordshire EN7 6SY
Thomas Oliver UK LLP is an appointed representative of Openwork UK who are authorised and regulated by the Financial Conduct Authority. Membership Number: 501748.
Registered in England: OC343707. Registered Office: Crown House 24-25 Turners Hill, Cheshunt, Hertfordshire, EN8 8NJ.
The guidance and/or advice contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Trusts and Wills are not regulated by the Financial Conduct Authority. Trusts (if applicable) and Wills services are not part of the Openwork proposition and are offered in our own right.
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