Spectrum Advice can help you towards achieving your financial goals through our personal advice and borrowing solutions; and help you keep on track towards achieving those aims by working with you on an ongoing basis. We also provide a limited client directed transaction service.
Spectrum Advice can help you in several areas of financial advice and can arrange for suitable products and services to implement that advice. You can choose to receive some or all of these areas of advice all at once or over time. We will work with you to choose the best solutions tailored specifically for you.
Working with us
Using our services
Our planners at Spectrum Advice will work with you to agree on the advice and services you require and when and how often they will be provided.
Where you agree to ongoing advice and services, the details will be provided to you in writing.
How you can give us instructions about your financial products
You can contact us directly with any instructions relating to your financial products. This includes giving us instructions by telephone, mail or email. We can only accept your instructions via email once you have signed an authority form.
Providing information to us
To develop a successful financial strategy, including recommending suitable products which will meet your needs, we need to consider your personal circumstances and financial goals. We will ask you for information about your financial situation when we meet with you.
It is important that you keep us up to date by informing us of any changes in your circumstances so we are able to determine if our advice continues to be appropriate. This is best done at regular catch ups through your ongoing support service.