0345 474 4750

info@nagelclark.co.uk

PFS

Our Approach

At Arena Nagel Clark, we make sure to take the time to understand your needs, goals and preferences before we make any recommendations.

Our Approach

At Arena Nagel Clark, we make sure to take the time to understand your needs, goals and preferences before we make any recommendations.

We often meet clients at their place of work or their homes, but we also welcome visits to our offices. We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you. This is the six-step process we follow:

  • Initial meeting and review – identify your needs and objectives
  • Getting to know you – gather relevant information about your circumstances
  • Analysis – evaluate your particular financial situation and discuss our findings
  • Recommendation – develop a financial plan which we will explain with the help of a written report
  • Implementation – agree how and when your plan will be implemented
  • Ongoing service and relationship – regularly monitor your progress with face-to-face meetings

Why use Arena Nagel Clark?

Best Advice

Best advice

We are not tied to any high-street bank, building society or investment company and can therefore offer truly independent advice from a chartered financial planner.

Simplifying The Process

Simplifying the process

We will work at your pace. We will take you through the planning process one step at a time, making sure you understand each step before moving on to the next.

Easy to Understand

Easy to understand

We take time to understand your circumstances and your goals. We research solutions and present your options in an easy to understand way, helping you to make informed decisions.

Relationships

Relationships

You will have one dedicated adviser, and our aim is for this to become a long and mutually beneficial relationship.

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