0% Plagiarism Guaranteed & Custom Written

Financial planning

01 / 10 / 2021 Assignment

This paper circulates around the core theme of Financial planning together with its essential aspects. It has been reviewed and purchased by the majority of students thus, this paper is rated 4.8 out of 5 points by the students. In addition to this, the price of this paper commences from £ 99. To get this paper written from the scratch, order this assignment now. 100% confidential, 100% plagiarism-free.

Preparation by both the client and the planning team is essential to a successful client meeting. Describe the preparation that should be made to ensure the success of the initial interview held in your office. (250 words)
List the documents that you would provide a client during, or prior to, the initial meeting. Explain the contents of each document and why they are necessary. (200 words)
Outline how you would develop rapport with a client during your first meeting. (200 words)
Explain to a client the role of the adviser and the relationship with the licensee. Ensure you use language that your client would understand. (250 words)
What ways would you use to maintain and develop your knowledge and advising skills, and your obligations under the relevant legislation? (150 words)
It is important that your clients understand your company’s dispute resolution procedure. Explain, step by step, a typical internal and external complaints resolution processes available to a client. 

International House, 12 Constance Street, London, United Kingdom,
E16 2DQ

Company # 11483120

Benefits You Get

  • Free Turnitin Report
  • Unlimited Revisions
  • Installment Plan
  • 24/7 Customer Support
  • Plagiarism Free Guarantee
  • 100% Confidentiality
  • 100% Satisfaction Guarantee
  • 100% Money-Back Guarantee
  • On-Time Delivery Guarantee
FLAT 50% OFF ON EVERY ORDER. Use "FLAT50" as your promo code during checkout