Nicholls Stevens Service
Fax: 0117 9225919
E-mail us
Mailing address:
Nicholls Stevens Financial Services
9 St Augustines Parade
Bristol
BS1 4UT
Nicholls Stevens Service |
Telephone: 0117 9290456 Fax: 0117 9225919 E-mail us Mailing address: Nicholls Stevens Financial Services 9 St Augustines Parade Bristol BS1 4UT |
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| Initial Meeting
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An initial meeting is arranged to establish the client's financial needs and assess the clients tolerance to risk. At this meeting we will review existing policies and investment portfolio. A report is then prepared. Clients will then sign and return a client agreement and Nicholls Stevens will become authorised to act as the clients adviser. | ||||||||
| Ongoing Service..... | Ongoing advice is essential and this is achieved by annual or half-yearly valuations and reports which monitor performance and review any changes in the clients circumstances. | ||||||||
| The Team |
We
are a friendly team of ten people who have worked together for many years,
over 25 years in three cases. Our offices are in the heart of what used to be
the banking sector of Bristol. Now it is full of bars! The best way to find out if you need our service is to try it by visiting us for a review of your existing financial affairs and then decide where to go from there.
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Authorised and Regulated by the Financial Services Authority |
