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Looking After Existing Customers Looking After Existing Customers A recent article where the Citizens Advice Bureau accused insurers of scamming existing customers, we offer our view on looking after existing clients. "Let's take care of our existing customers ... Financial Advice in Kingston Upon Thames Financial Advice in Kingston Upon Thames The directors of Roberts Clark live and work in Kingston upon Thames with offices in Richmond, Cornwall and Nth Birmingham. We are able to offer award winning, complete, holistic, ... 4 Day Week Trial For Staff 4 Day Week Trial For Staff Much research has been done on the potential benefits both for employee welfare and productivity by moving to working longer hours over 4 days and a longer weekend. We ... How We Protect Data Under GDPR How We Protect Data Under GDPR We explain what security measures we have taken to protect your data under the General Data Protection Regulation (GDPR).... About FinancialAdvice About FinancialAdvice A short video about financialadvice.net, who are we and how we work. Award winning advisers that treat people how we would want to be treated ourselves. Transcript: “Hello there this video ... Impact of Inflation on Business Impact of Inflation on Business We explore the impact of inflation on business, fees and prices, not just CPI but employers and wages. What are we doing with our fees? What are we doing ... No Pushy Financial Advisers No Pushy Financial Advisers Say no to pushy, pin stripe suit, flash car, pressure sale Financial Advisers. Find out about our relaxed approach and how we treat you the way we want to ... Financial Advice Mission Statement Financial Advice Mission Statement Video explains our Financial Advice Mission Statement for you, how we work and what we are trying to achieve at financialadvice.net... Personal Finance is Personal Personal Finance is Personal Video looks at why finance is personal. The key word is 'Personal' in personal financial advice. You will share with your adviser income, savings, assets, health and dreams which ... Ad Valorem Financial Adviser Fees Ad Valorem Financial Adviser Fees What is ad valorem? Why do 70-80% of financial advisers charge ad valorem financial adviser fees i.e. a charge in proportion of the investment or pension fund value? Compare ... How We Won Our Awards How We Won Our Awards Our main awards come from FT Business Financial Adviser Life and Pension Awards.These awards are run by the Financial Times.The first step is for us to be nominated for ... Financial Advice Testimonials Financial Advice Testimonials Simple video introduces and explains client testimonials from clients that have received financial advice from Roberts Clark and our websites financialadvice.net. Read some of our client financial testimonials.... KISS Keep It Simple Stupid Investing KISS Keep It Simple Stupid Investing The KISS principal of Keep It Simple Stupid is what we apply to investing and investment growth. Trying to be a clever dick never really works.... Do We Handle Client Money Do We Handle Client Money Video to explain what access we have to your money, investments and pensions i.e. Do we handle client money?... Roberts Clark NeedAnAdviser FinancialAdvice Roberts Clark NeedAnAdviser FinancialAdvice Video to explain the relationship of Roberts Clark IFS Limited to NeedAnAdviser.com and FinancialAdvice.net... Financial Advice Opt In Permission GDPR Contact Compliance Financial Advice Opt In Permission GDPR Contact Compliance We explain and offer details of our approach to General Data Protection Regulation and opt-in options for contact from FinancialAdvice.net.... Compare Your Financial Adviser Service Compare Your Financial Adviser Service Compare your financial adviser's service. What did your financial adviser do for you this year? It's your hard earned money. Compare your adviser to our service. Existing clients: a ... SPS Statement of Professional Standing SPS Statement of Professional Standing Video explains how the financial regulator and professional institutes ensure financial advisers keep their knowledge up to date and issue a yearly Statement of Professional Standing certificate. Ask your ... First Consultation First Consultation First Consultation - What to expect in our first consultation, use our free 1st consultation to get to know us and see how we can help you... How We Quote How We Quote We will confirm in writing our fees for the services you require.These are set fees meaning you know the fees up front.We will also show you what would have ...

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