Initial Meeting – this is a free first meeting where we would discuss all aspects of your financial position. During this meeting we would aim to:
• Conduct a thorough fact find
• Obtain details of any existing policies
• Discuss your aims and objectives
Based on the information obtained in the initial meeting, we will produce a report. This will include a policy health check on anything you already have in place. This report will comprise our advice specific to your circumstances.
Second Meeting – In this meeting we would look to discuss our recommendation and answer any queries you might have. Assuming you are happy with our advice and wish to proceed, we would hope to be officially appointed as your adviser at this point.
Implementation – This is where we put in place the solutions identified in our recommendation. Where there is some form of investment involved (e.g. pension, ISA) we will conduct a risk analysis to ensure we create an investment portfolio that matches your appetite for risk. All of our clients have a bespoke portfolio designed specifically for them.
We provide corporate clients with advice and management expertise in all the key areas that affect the financial security both of the company and its employees.
We provide advice and guidance to thousands of individuals in the key areas of insurance and financial planning that are so important to their financial future.
How We Work
We cater for wealthy individuals, business owners and high earners and cover every aspect of their financial planning requirements.
"Hudson Foster looked after us from start to finish"
"I have no hesitation in recommending Hudson Foster"
"Hudson Foster showed me how to maximise the returns on my accumulated profits in a tax efficient manner"
"The claims handling and overall service has been first class each and every time."
"I can strongly recommend them to any business that requires a top level of service"
"They have always looked after my interests and I would not hesitate to recommend them to anyone"
"I always receive a friendly and helpful service"
"I receive a review on a much more regular basis which provides me with peace of mind and trust in my adviser"
"As a result of the advice we were given we saved a small fortune"