Independent Financial Advice for Directors

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Oken Limited
Youell House
1 Hill Top
Coventry CV1 5AB
T: 02476 253280
F: 02476 553777
E: office@okenlimited.co.uk

Independent Financial Advice for Directors

Independent Financial Advisers (IFAs) are bound to the Financial Services Authority rules, which oblige them to provide advice most suited to your requirements and your risk outlook. When financial products are recommended they must take into account the benefits provided, charges, flexibility, service and financial strength.

All IFAs are obliged to offer what is termed 'suitable advice'. This means that they have to gain a full understanding of your circumstances and requirements before helping to choose any financial products (they will record your information so you can double-check that they really have understood).

In addition, when recommending a product all financial advisers have to provide written reasons why they think that it is right for you - again to make sure that you are fully informed before committing yourself to anything. But with around 9,000 IFA locations UK-wide, how do you choose?

As part of our service to clients, Oken Finance assist client directors and senior staff who may be considering personal planning issues toward retirement, by pointing them in the direction of suitable Independent Financial Advisers.

For an introduction to IFAs who can advise you on retirement planning, inheritance tax issues and investments contact Oken Finance.

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