Executive Summary
- The purpose of the business is to:-'Provide Face-to-Face Financial Advice to the Corporate and Personal markets. We will offer an honest, practical and balanced approach to all our clients.'
- The product range will enable the business to provide
solutions to complex financial issues including areas such as Retirement
Planning, Investments, Protection.
- As more and more traditional Face-to-Face providers
turn to call centres and Internet contact only, the opportunity for face
to face advice is reducing. This is primarily being provided by IFA's,
however the number of IFA s is dwindling due to ongoing compliance and
training issues and an ageing IFA population, as well as the difficulty in
entering the Financial Services Advice arena as a newcomer. The location
of the business is in a mass affluent area of southern Hampshire mainly
covering the
- The management team will be made up as follows:-
|
Name |
Age |
Years of experience
gained in the Financial Services Industry |
|
Robert Duff Director |
54 |
22 |
|
Graham MacNeill Director |
50 |
21 |
|
Mark Davis Adviser |
36 |
13 |
- The business is structured as a 1000 share Limited Company with all directors of equal shareholding.