It's about how you feel...
We recognise that there are two key components to successful financial planning — what we do and how you feel as a result.
As well as achieving great solutions and results, we believe it is equally
important for you to enjoy the Wealth Architecture™ process.
This chart outlines how our clients tend to feel before they meet us, during the process and ongoing in the lifetime relationship that we offer at Anand
Financial Architecture™.
We look forward to designing, furnishing and maintaining your financial home with you...
Click here for more details about each step of our Wealth Architecture™
process.
Click here for a larger image.
Financial planning is not an event, it is a process. It's important, therefore, to work with an adviser who is not focused on selling you a product, but
genuinely loves helping you achieve your goals and aspirations.
We simplify the process so that you are fully engaged in understanding how things will work and why.
‘We are the data controller and will process your personal data in accordance with the Data Protection Act 1998 as amended or replaced by the General Data Protection Regulation 2016 and any national laws which relate to the processing of personal data (“data protection legislation”)’
‘The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.’
Your First Meeting is at our Expense
The briefing stage of our Wealth Architecture Program ( see our process chart here )
is an opportunity for us to get to know you better and for us both to assess if we would like to work together.
In this meeting we’ll help you get a better understanding of what financial issues you need to be considering.
We'll also simplify your financial future by busting through a lot of the jargon that exists in this profession.
And then we’ll quote a fixed price before moving to the next step, with no obligations.
Client Feedback
The provision of an extraordinary level of service for our clients is a key component of our relationship with our clients.
If you are a client of Anand Associates, we would be grateful if you would take a few minutes to complete our client survey. Whilst we feel that we offer an exceptional service, we also believe that there is always room for improvement and we welcome your constructive feedback.
If you are happy to help then please visit our Client Survey page by clicking here