Our Initial Financial Consultation Service…
Financial Consultation – Service Agreement
I confirm that I wish to schedule an appointment with an Advice First adviser to review my financial needs.
Pascal Curran QFA, APA
Life & Pensions Advisor
Scope of Work
Advice First Financial will:
- Gather the relevant information about my circumstances and objectives.
- Outline the options that may be suitable for me.
- Carry out research where required.
- Arrange a follow-up meeting to review the findings.
- Set up any arrangements I choose to proceed with.
Fee
This initial meeting forms part of an all-inclusive financial Service. For more on this valuable service, please ask your advisor.
This initial meeting forms part of an all-inclusive financial Service. For more on this valuable service, please ask your advisor.
The fee for this financial consultation is €125 (+vat)
Declaration:
By booking an appointment you agree with the terms of the financial consultation, including the fee.
By booking an appointment you agree with the terms of the financial consultation, including the fee.
Advice First Financial Services Ltd is regulated by the Central Bank of Ireland.