Your Client Experience

Whether this is the first time you have taken financial advice or just the first time to consider us, we think it is helpful for you to know what you can expect from your experience and the kinds of things we will discuss with you.

This section outlines the 7 stage process that you will follow; the different levels of service we can offer you; the different ways we can invest your money according to your needs; a guide to our charges and an outline of some of the modern day technologies used in modern day financial services.

This section also includes a client survey which we encourage all clients to complete to help us deliver services that are appropriate and add value to you

Contact us to find out more

What our clients think

'Very clear and up-to-date advice; prompt and full attention to queries'

'Advice has always been clear and transparent, explaining the pros and cons'

Executive Advisory Services Ltd
67 Lower Road . Cookham . Maidenhead . Berkshire . SL6 9HF
Telephone: +44 (0)1628 532320 . Click here to email us

We have achieved Corporate Chartered Financial Planners status