Get independent financial advice in Boston

Call Us Now!
If you want to get professional independent financial advice, give First Capital Independent Financial Advisers Ltd in Boston a call. We are constantly monitoring the financial services market looking for the best products and will tailor our services to each client's specific circumstances. Not only that, but everything will be explained to you and laid out in clear terms so you can make an informed choice based on the best advice.  

Discover more about what we can do for you, call today on 01205 317840 or email us at info@firstcapitalifa.co.uk
Financial adviser explaining the plan to the customer in Boston

Services

Our advisers can offer private clients a comprehensive range of independent financial planning advice and wealth management services. We are specialists in researching the market and recommending the best course of action for your specific circumstances. If you need retirement planning and pensions advice, investment advice tailored to your needs, competitive insurance or mortgage advice, give us a call. We offer ongoing advice via our Wealth Management Service, which includes an offer of an annual face to face meeting.

Process

We understand that everyones' needs, circumstances and attitudes to risk are different, so we follow a fixed initial process that allows us to make sure we provide the service which is most suitable to you.

The 6 step process involves:

Step 1 - Engagement. Identify your needs and objectives. We will arrange an introductory meeting to fully explain how our service works, identify your primary financial needs and objectives and answer any questions.

Step 2 - Discovery. Gather information. If you feel you can benefit from our service, your Adviser will work with you to fully understand your objectives and develop these into well defined goals. Your Adviser will gather financial information to provide a comprehensive picture of your circumstances. 
Step 3 - Research & Analysis. We will use all the information gathered to develop a strategy intended to deliver the stated goals and objectives agreed in the previous step.

Step 4 - Plan Presentation. We will set out our strategy to you in detail and give realistic recommendations regarding how to proceed further.

Step 5 - Implementation. With your agreement we will put our plan into action, and you can relax and allow us to take care of all the details.

Step 6 - On-Going Service & Relationship. We will regularly review your case to make sure everything is proceeding as expected and will re-asses our plan to take into account changes in your personal circumstances, current market conditions, and the implementation of new legislation.
Team of professionals preparing the report
Step 3 - Research & Analysis.Prepare an analysis for your situation. Once your objectives are agreed, we will work with you to complete an analysis of your current financial position and identify any areas to develop and act upon. 

Step 4 - Plan Presentation. Develop an action plan. Once we've completed our research and analysis of your present situation we will set out specific and realistic recommendations designed to achieve your stated objectives over an agreed time period.

Step 5 - Implementation. Plan implementation. Now it's time to put our agreed recommendations into action. You can relax in the knowledge that we will be taking care of all the necessary final steps to turn your plan into reality.

Step 6 - On-Going Service & Relationship. Monitoring your progress. Where an on-going service is agreed, your Adviser will help you review your personal financial plans to make sure these are on track with your objectives. Reviews will take account of any changes in your personal circumstances, financial market conditions and relevant legislation. 
Steps 1-4 will be carried out at our own cost. From Step 5 onwards charges will apply. For detailed information on our charging structure, contact us today on 01205 317840.

If you require an advice only service and there is no intention for us to implement our recommendation then you will be charged on a 'Pay As You Go/Adhoc Basis of £150 per hour + VAT.

Call the professionals now on 01205 317840