INFORMATION FOR NEW CLIENTS

Initial meeting

The initial meeting of approximately one hour will be at our offices in Beaconsfield and will always be at our expense and without any obligation on either party. This meeting is an opportunity to find out more about you and your financial aspirations. We will also provide more information about our company and hope to demonstrate how we may be able to help you achieve your financial objectives.

Following this first meeting we will write to you with an engagement letter describing the specific services we will provide and how our fees will be charged. Our fees are charged for three separate activities: advice, implementation and on-going review and support.

We're looking forward to meeting you at our initial meeting. Please browse the website, fill out a contact form on the "Contact us" page, or call us to discuss your requirements.

A truly professional and friendly service, targeting my personal needs directly using a methodical approach. Andrew is a pleasure to deal with and put me at ease straight away. I now feel I have clear financial direction and can enjoy my semi retirement without concerning myself about my future financial picture.

GM 
 Harrow

County Financial Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 145831 www.fca.org.uk/register.

County Financial Limited Registered Address: Windmill Farm Business Hub, Bowstridge Lane, Chalfont St Giles, Bucks HP8 4RG. Registered in England & Wales, No. 3467400.

Neither County Financial Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

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