National advisory group Foster Denovo has launched a financial planning service incorporating a transparent pricing structure as part of its plans following the Retail Distribution Review (RDR).
The four-stage Quantum Financial Planning Service will see the group's advisers take a "long-term approach" to providing advice and solutions, with a focus on building detailed financial strategies for clients. The first stage of Quantum is to create a strategy report which details how clients can meet their financial goals by gaining a "thorough and deep understanding" of a client's circumstances and objectives. Once that strategy has been agreed the adviser is then able to tailor specific recommendations to suit their needs. Foster Denovo said that the development of Quantum crea...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes