Common use of Financial Review and Recommendation Clause in Contracts

Financial Review and Recommendation. We will carry out an extensive assessment of your financial circumstances at the outset to establish your financial planning requirements. This will include: • gathering of information about your existing financial arrangements and full personal circumstances; • understanding of your investment knowledge and attitude and tolerance towards investment risk; • recommendation of an asset allocation model that matches your risk profile and the subsequent assessment and suitability of any existing holdings; • preparing our recommendations to you; • Arranging and delivering an appointment to explain and discuss our recommendations in detail. There is no charge for financial review and recommendation

Financial Review and Recommendation. We will carry out an extensive assessment of your financial circumstances at the outset to establish your financial planning requirements. This will include: • gathering of information about your existing financial arrangements and full personal circumstances; • understanding of your investment knowledge and attitude and tolerance towards investment risk; • recommendation of an asset allocation model that matches your risk profile and the subsequent assessment and suitability of any existing holdings; • preparing our recommendations to you; • Arranging and delivering an a second appointment to explain and discuss our recommendations in detail. There is no charge for financial review and recommendation

Financial Review and Recommendation. We will carry out an extensive assessment of your financial circumstances at the outset to establish your financial planning requirements. This will include: •  gathering of information about your existing financial arrangements and full personal circumstances; •  understanding of your investment knowledge and attitude and tolerance towards investment risk; •  recommendation of an asset allocation model that matches your risk profile and the subsequent assessment and suitability of any existing holdings; •  preparing our recommendations to you; •  Arranging and delivering an appointment to explain and discuss our recommendations in detail. There is no charge for financial review and recommendation

Financial Review and Recommendation. We will carry out an extensive assessment of your financial circumstances at the outset to establish your financial planning requirements. This will include: •  gathering of information about your existing financial arrangements and full personal circumstances; •  understanding of your investment knowledge and attitude and tolerance towards investment risk; •  recommendation of an asset allocation model that matches your risk profile and the subsequent assessment and suitability of any existing holdings; •  preparing our recommendations to you; •  Arranging and delivering an a second appointment to explain and discuss our recommendations in detail. There is no charge for financial review and recommendation

Financial Review and Recommendation. We will carry out an extensive assessment of your financial circumstances at the outset to establish your financial planning requirements. This will include: • gathering of information about your existing financial arrangements and full personal circumstancescircumstances in order to establish your needs; • understanding of your investment knowledge and attitude and tolerance towards investment risk; • recommendation gathering of an asset allocation model that matches information to understand your risk profile pension schemes including carrying out required research and analysis of your scheme(s); • reporting on the subsequent assessment and suitability comparison of your options, including any existing holdingsalternative strategies; • preparing our recommendations to for you; • Arranging and delivering an appointment to explain and discuss our recommendations in detail. There is no charge for financial review and recommendation;