When you first become a client of Choice Financial Solutions we will make recommendations based on your needs, goals and objectives. This will take place after having detailed discussions with you. Nevertheless, we know >your circumstances and objectives can change. This is why we believe an Ongoing Review Service is an essential part of the advice process.
Keeping Your Investments On Track
Who Would Need An Ongoing Review Service?
Those who are investing money, planning for retirement, or undertaking a full financial review would benefit from having an Ongoing Review Service. We want to ensure that your finances remain on track. Therefore, it is important that we schedule regular ongoing reviews. This way we can ensure that your financial plan has the best chance of meeting your requirements. This can still happen even if your circumstances change.
We will always pick investment funds from the best available providers. However, future investment returns are not guaranteed. Therefore, we project future returns based on certain assumptions. Also, meeting for a regular review will enable us to ensure that your projected future returns remain suitable for your needs.
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Our Aim
We want to help you understand and plan for your financial future. By working with you, we aim to have a full understanding of your current financial position, your objectives and identified needs. This enables us to recommend suitable solutions for your needs. Also, providing you with a clear financial direction. This will be aimed at maximising the chance of achieving your objectives.
In addition, we strongly believe in building an ongoing partnership with you. This gives the very best opportunity of achieving your financial goals.
Complex arrangements such as pension and investment solutions should be kept under regular review. Furthermore, they should be managed on a proactive basis and adapted to suit any of your changing requirements.
With this in mind we offer various levels of ongoing service. This is to ensure you receive the right level of service that is tailored to your individual needs.
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We are here and ready to help you meet your financial problems and challenges head on.
I have been delighted with the friendly, professional and personal service I receive from Choice Financial Solutions. It was particularly important to me after a significant change in personal circumstances to have the confidence that I was getting expert advice from someone who knew me and the family and could tailor solutions to best fit with us. The yearly meetings with John are very valuable as it is important to me that I can get advice from someone I trust and know I can reply on, and on the occasions where I have contacted John with a query or concern I have always had a prompt and efficient reply… That is why I am still a client!
Sarah SEast Wellow
Excellent service from start to finish.
AndrewHavant
We have been using Choice since they started business. John Quaif is always clear and honest, qualities that have endeared him to us. If there is an issue he’s quick to deal with it and does so having full regard for the client’s perspective. In a way that’s an even more powerful confirmation of the principles underpinning the company. John took over management of our pensions and rapidly kicked things into shape, so we are indebted to him! The review sessions are always well prepared and informative. And the up to date market information is always fascinating! So far, John has managed to preserve the personal touch despite the growth of the company. This is certainly important to us.
PaulSouthampton
First class service from John Quaif. Proactive, responsive and professional at all times.
Eric WTunbridge Wells
Thank you for the recent visit and the advice that you provided. It is reassuring to see that the money we have invested is working for our future needs. We would like to express out thanks for your work on our behalf over the past few years. Choice Financial Solutions have provided an excellent professional service and clearly have their clients’ interests at heart.
David & DebbieKent
Very happy with the friendly service. Good to have meetings at home, making it more comfortable. Felt at ease with the whole process. Thank you!
Joan BFareham
A very professional and helpful service. Extremely responsive and excellent at keeping us up to date. There is no pressure when discussing the various investment options and definitely customer focussed.
Bruce MBrockenhurst
Excellent service from John Quaif and the team. I would not hesitate to recommend.
Julie GIsle of Wight
We have always been listened to and our wishes met. Our investments are long term and give reliable performance.
Alan ESouthampton
15 years of excellent service and counting.
Jim BChandler’s Ford
Outstanding service and great attention to detail has left me feeling very confident and secure in relation to my financial planning. Highly recommended.
Brian WSurrey
Reliable, prompt and trustworthy.
Jeremy GBrighton
Excellent service - always.
Pamela BWinchester
In a complex and difficult market we feel we are in safe hands.
Robert NSouthampton
Excellent service.
Mark HSouthampton
Having had interaction with several financial services companies over a number of years, it’s reassuring to find a trustworthy and diligent firm which really delivers a great service, not just the statutory minimum, but genuinely informative reporting and advisory communications. My returns have been better than expected and I feel that, as the client, I’m actually more important than simply their percentage. Well done Choice and John Quaif.
Martin BNewport IOW
Good, professional service, straightforward with no frills or hidden charges. Recommended.
Antony BSouthampton
I have worked with John at Choice for many years, and always found him to be wonderful to deal with. Nothing is ever too much trouble and the help and guidance received has always been way above what I expected.
Tony DBournemouth
Choice Financial Solutions were extremely helpful and informative at every step of my dealings with them.
