Thank you for your enquiry. Having searched our database, we have matched you with Karen Harding of Harding Wealth Management Ltd.
What Happens Next
Karen Harding of Harding Wealth Management Ltd will now call you to discuss your requirements. This initial call will be absolutely FREE and without obligation. If it's not convenient when Harding Wealth Management ring then let them know and rearrange a call back at a more convenient time for you.
- During the phone call, where appropriate, Karen Harding may arrange to meet you.
- If a meeting is arranged, this would be to discuss your requirements in more detail, complete a confidential review and risk profile. (If you don’t wish to continue after the initial meeting, there would be no charge, and the process would stop without obligation)
- If you agree to continue after the initial meeting, Harding Wealth Management Ltd would confirm their advice fee to you in writing.
- On receipt of a signed fee agreement, appropriate research would be done to develop recommendations specific to your requirements.
- The recommendations would then be discussed with you, and the next steps agreed.
- You decide if you wish to take up the recommendations
- Agreed recommendations would be implemented, and if agreed, a regular review planned, to check that they are on track to meet your objectives
HARDING WEALTH MANAGEMENT LTD.
Harding Wealth Management Ltd. is an Appointed Representative of Vision Independent Financial Planning Ltd (www.visionifp.co.uk) which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395
YOU CAN CONFIRM THIS ON THE FCA WEBSITE BY CLICKING ON THE LINK BELOW
A little bit more about Harding Wealth Management Ltd
Karen Harding of Harding Wealth Management Ltd specialises in assisting you with your financial needs. Karen Harding will now call you to confirm your details and arrange a free, no obligation phone call.
In the meantime, if you would like any more information, please contact:
t: 07734 205 237
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