'One Off Advice | Easby Gale & Phillipson

One Off Advice Service

At Easby Gale & Phillipson we believe that professional financial advice can add significant value to individuals and businesses.

As your partner in building wealth and security, we focus on ways that we can help you to live the life that you want to live. By engaging EG&P you assure yourself of a service providing quality, holistic financial planning advice. Choosing a financial partner is one of the most important decisions you will ever make. Take your time, choose wisely and we hope that we shall earn the right to work with you now but also into the future if you select our ‘Standard’ or ‘Wealth Management’ Partner Services.

The EG&P ‘One Off Advice’ Partner Service

A 'Face to Face' Meeting with your Adviser at the time of any 'One off' transaction which includes:

The EG&P Holistic Financial Planning Advice & Investment Process

Unlimited Telephone & Email Access to your Adviser at the time of transaction

The Professionals Service:	Providing service to your Accountant and any other Professional Advisers in respect of any ‘One off’ transaction Recommending suitable Professionals as other needs arise * Ensuring that everyone on your financial team provides advice in a co-ordinated and professional way
The Portfolio Construction Service:	Using a Scientific Risk Profiling Methodology Design of Suitable Asset Allocation Bespoke Portfolio Design and Construction and/or access to a choice of risk-rated Multi-Manager funds Access to a Discretionary Fund Management Service
The Portfolio Management Service	Online access to Portfolio Valuations Automatic Annual Re-balancing of Asset Allocation to benchmark Written Portfolio Valuations on request (at extra admin cost)
The Priority Response Service	Phone calls and emails returned within 24 hours at the time of the transaction
Holistic Financial Planning Service	Focused Client Questionnaire completed in relevant area of advice required.
The Second Opinion Service	Making ourselves available to consider ideas brought to our attention by yourselves at the time of the transaction
The Inheritance Tax, Trust & Estate Planning Service	Reviewing the suitability of your Will and current IHT arrangements Review of existing Trust arrangements and suitability
The Taxation Planning Service	In conjunction with your Accountant and other taxation advisers
The SIPP Service	Value added strategies using Self Invested Personal Pensions Specialist advice for owning business premises
The Pensions Service	Pensions Advice Pensions Review Pensions Consolidation & Transfer Service
The Mortgage Service	Choosing the right mortgage for your house purchase needs Full re-mortgage service Competitive solicitor recommendation Reviewing your current arrangements
The General Insurance Service	Analysis of your current arrangements Cost and suitability monitoring of all general insurance needs including personal and business Designing a suitable plan for your needs
The Protection Service	Review Family Protection needs and suitability of existing arrangements Review of Business Protection needs and suitability of existing arrangements Designing a suitable plan for your family and business protection needs

For details of our ‘Client Service Proposition and charges' for our Financial Planning services please see our page ‘How we work' and ‘How we are paid'.