|
Candour 'Sign-Off' Initiative
(29/08/2006)
A recent
survey found that one of the major concerns regarding offshore
financial services remains bad advice or mis-selling by
financial advisors who disappear only for the policyholder to
have no comeback.
Thankfully, this is happening less and less throughout the
industry but we are aware that there is still the occasional
‘unscrupulous’ advisor out there and the concern remains in the
expatriate community.
Candour
Consultancy is proud of the advice and service we provide so,
with expatriates concerns in mind, we are pleased to introduce
our ‘sign-off’ policy.
From the
1st September, all the advice and recommendations
made by our consultants will have to be signed-off by a
supervisor before an application is accepted by the company.
This will ensure that at least two professionally qualified
financial advisors will review each client’s unique
circumstances and agree on the recommended financial solution
before the client is committed to proceeding. It will also
ensure accountability by Candour Consultancy for all the
financial products our
consultants recommend.
Candour
Consultancy has long been a market leader in value added
services in the offshore financial services market. Over the
past two years we have launched a number of services designed to
make Candour Consultancy the most client friendly and advice
orientated financial brokerage in the marketplace. Our
initiatives include:
-
No
cold-calling policy – all our clients come from referrals or
enquiries to the company
-
Free
access to the website and the advice therein – we do not ask
for your email address or contact details to find the
information you require
-
Free
newsletter to all – we would prefer to put you in the picture
and provide you with the information you require even if you
decide not to do business with us
-
Free
portfolio service – all our savings and investment clients
have access to our risk-based fund portfolios and monthly
performance updates without an additional policy charge
-
The
Candour Wealth Management Package – free tax-planning, ongoing
investment advice and Wills for higher net worth clients
-
New
alliances with property, relocation and tax specialists
To speak
to one of our qualified consultants or request further
information on any of the services Candour Consultancy offer,
just
click
here
to provide us with your preferred contact details
and an overview of your requirements. |
