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All of our clients receive one-to-one personal attention. In meeting and discussing your needs you will find that we have no preset agenda. We always respond to the individual circumstances and pride ourselves in the diversity of products and services, from a wide range of companies, we utilize as evidence of this philosophy.
We offer three levels of service, "Full Avisory", "Limited Advice" and "Execution Only".
Full Advisory: This will apply when you come in and ask us to review your circumstances and we make recommendations based on our full knowledge of your circumstances.
Limited Advice: Many people come to us with the aim of dealing with a specific area of advice and don't particularly want to deal with other matters that they do not feel they need to review at that time. We are more than happy to work on this basis and can deal with the matter in hand without needing to know the ins and outs of everything. However, it should be noted that when we work on this basis our advice is limited and the context may not always be without impact on other ares of your financial circumstances, and our liability for the impact of the advice will also be limited.
Execution Only: Sometimes clients approach us not for advice, but merely the opportunity to implement the acquisition of a specific product from a specific provider. When advice is neither sought nor given this is known as Execution Only. In these situations Page & Page are merely a facilitator and are not responsible in any way for the product acquired.
Clients receiving advice, will receive a confirmation document called a "Suitability Report". This will confirm the level of advice given and is the main document detailing your requirements and our recommendations to you.
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As an individual seeking advice, it is vital that you receive a relevant, quality service. We pride ourselves on looking after you and ensuring that you get the very best of personal service.
Why? because the better we look after you, the more delighted you will be with your decision to come to Page & Page, and then you are more likely tell your family and friends about us.
This is the way that we have grown over the years and look forward to helping you for many more years to come. I'm sure you'll agree that it is nicer to deal with an organisation keen to look after your best interests and relying on it's good reputation to continue.
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