Signing Up For Our Regular Review Money MOT Service is easy ....
After completing your initial review, blueprint review or been in contact regarding new pension, investments etc, you can decide on an ongoing Money MOT advice service.
1. Read about the different service levels we offer.
Our Brochure - all about us and our services
Money MOT Service Brochure - ongoing services fact sheet – details about our ongoing Financial Advice services
Awards and Client References Brochure - what professionals and clients think about us
Disclosure Documents detailing our normal fee scales etc. for you to read and keep
Full Client Agreement for you to read and keep
DECIDE on your preferred service and then:
2. DOWNLOAD Print & Return: 3 x Documents to Return - easy as a,b,c
a) PRINT Client Agreement Signature Page - print, read, complete and then sign and return the final page to us
b) PRINT Agency Authority Letter - Information authority letters for you to print, read, complete, sign and return - to enable us to talk to banks, investment and pension companies should I need to. PRINT MULTIPLE COPIES AND COMPLETE A SEPARATE AUTHORITY FOR EACH PENSION/INVESTMENT COMPANY
c) PRINT MONEY MOT Standing Order Form - for you to print, read, complete, sign and send to us or your bank if you wish to pay these monthly (you can pay at the start of the year, end of the year or monthly as you wish - you decide)
Please return to our HQ/Administration Centre address below (our team will let you know when it arrives and an adviser will contact you):
If posting in UK use our simple freepost address:
Freepost ROBERTS CLARK
If posting from overseas use full address:
Roberts Clark IFS Limited
1 Stret Constantine
T: 01637 838260
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4. Contact Us
Discuss the most suitable and cost effective service to suit your needs and budget.