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

Use the menu opposite or contact us to find out more

Please remember that the value of your investment can go down as well as up and you may get back less than you have invested. The Financial Conduct Authority does not regulate taxation advice. Equity release: This is a Lifetime Mortgage. To understand the features and risks, please ask for a personalised illustration. There may be a fee for equity release advice. The precise amount of the fee will depend upon your circumstances.

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