Dickson Financial Services - Our Services

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Our Service to You - solutions start with us

Dickson’s Independent Financial Advice is not just the provision of a tailored package of market-leading financial products that we select from the performance leaders in their respective fields. We believe in providing a service with which our clients will be delighted. That means a customer-driven service where nothing is too much trouble. In support of this ambition we provide:

1 Full individual fact finding client meetings prior to advice, on a face to face basis, usually on-site or at another convenient location.

2 Written recommendations, including client specific illustrations and key features documentation, with full reasons for the specific financial strategy suggested.

3 Dealing with the insurer or investment house, both before and after the relevant transaction.

4 Ongoing financial advice to individuals, employees or trustees on both a reactive and proactive basis

5 Programmed annual reviews, with unlimited access to qualified Independent Financial Advisers during the year on an ad-hoc

6 Tax Planning and Advice Service

Your payment to us

In common with many IFAs, we are normally remunerated on a commission basis from an insurance company or investment house.

We are also able to act on a “professional fee basis”, where our standard commission entitlement can be sacrificed in exchange for a fee, based on an agreed hourly rate. A written quotation is always supplied.

Dickson Financial Services

Whether for an organisation or an individual, a group or a single employee, Dickson Financial Services will provide a tailored, high value financial package which will accord exactly with our client’s needs.