South Herts Financial Services Limited

offers a range of services backed by knowledge, expertise and experience.

ENQUIRY

VIEW SERVICES

South Herts Financial Services Limited

offers a range of services backed by knowledge, expertise and experience.

Whether you are concerned about your eventual retirement or a first time buyer, we can help you find ways of making the most of your money for both the present and the future. A small change in the way you manage your finances today can make a considerable difference to your finances in the future.

Initial Services Offered:

We offer advice on new needs & objectives and make recommendations after conducting resear ch to ensure you have solutions which are suitable for your needs and are as efficient as possible.

We review existing plans you may have and carry out analysis on these plans and make recommendations to ensure that you have appropriate plans in place suitable for your needs.

Services

ANNUAL REVIEW MEETINGS

To ensure that your financial plan remains appropriate, we will re-assess your needs in line with any changes in circumstances you may have had.
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REPORTING & INVESTMENT MANAGEMENT

It is important to ensure that investments are performing well and are meeting your expectations by measuring performance against benchmarks and reporting our findings to you.
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ADMINISTRATION

To maintain and update client file, review annual statements and to administer any changes to existing plans.
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CONTACT

Telephone and email service throughout the year in response to general queries.
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On-going services offered:

ANNUAL REVIEW MEETINGS

To ensure that your financial plan remains appropriate, we will re-assess your needs in line with any changes in circumstances you may have had.
Button
REPORTING & INVESTMENT MANAGEMENT

It is important to ensure that investments are performing well and are meeting your expectations by measuring performance against benchmarks and reporting our findings to you.
Button
ADMINISTRATION

To maintain and update client file, review annual statements and to administer any changes to existing plans.
Button
CONTACT

Telephone and email service throughout the year in response to general queries.
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We offer an ongoing service where we review your account every 12 months and inform you of new recommendations or changes that may be relevant to your circumstances. This service can be cancelled at any time. Please ask us for more details. More details on the services we offer will be provided separately.

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.

Please be assured we treat complaints seriously. For your protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). Please see the following link for further details: http://financial-ombudsman.org.uk

Please note that you will be visiting an external website. South Herts Financial Services Limited cannot be held responsible for the content of an external website.