HOW WE WORK WITH YOU
Pebble Financial are an independent, whole of market Financial Planning and Wealth Management advice firm.
Our role is to understand where you are now with your finances, discuss where you want to be and provide advice and management to ensure you get there.
Your initial consultation is free and without any obligation to do anything further. At this initial meeting we will obtain all the necessary background information and understand your goals and aspirations to ensure we can offer you personalised advice. We refer to this initial process as ‘fact finding’.
Once we have all these facts we can then move on to providing advice and management. This can be either as a single transactional arrangement or as is more often the case by way of providing an ongoing review and management process which we refer to as our ‘Perpetual Service Proposition’ with an annual review and report basis.
Client’s of Pebble Financial have full access to their financial planning records, reports and online valuations via their own personal web portal. This also provides a useful document storage facility.
We derive our income from a pre agreed ‘Fee Agreement’ which we will explain during the initial, free consultation. Our fees are completely transparent and clearly laid out in our Service Charter document which is available in the downloads section of this website.