Whose products do you offer?

In advising you about your financial planning, it may be the case that you do not need to take out any policy, pension or investment. But if you do, we are not tied to any providers. We are completely independent and will therefore be able to source the right plan or product for you from the whole market.

What does independent mean?

We are not part of any other network. Leabourne is directly authorized by the financial conduct authority. being independent means that i can choose any solution that would be the best one for you based on researching products and services offered by all the providers in the market. i can choose any providers products.

What will I have to pay for your services?

Leabourne is a fee-based, independent financial adviser. We publish a fee schedule that will give you an idea of the range of likely costs. The exact cost within this range will be based on the amount of time the work is likely to take and an hourly rate dependent on the complexity of the work. The complicated VAT laws around paying for financial advice will also have a bearing on how much we charge.

You will always know and have agreed to the exact cost of any work we do for you, before we begin that work.

Who regulates you?

Leabourne Financial Advice is authorised and regulated by the Financial Conduct Authority, our FCA Register number is 574643. The FCA contact details are 25 The North Colonnade, Canary Wharf, London, E14 5HS.

How long will the advice process typically take?

Generally, the process can take anywhere from one to three months dependent on the exact nature of the work you would like me to undertake for you. Pieces of work that involve cashflow projections and modeling usually take the longest time. The time can also be influenced by how long I have to wait for responses from investment and pension providers. They can take anywhere from 2 to 6 weeks to respond to queries and send information requested.

Who will look after your investment?

I offer a number of different investment solutions dependent on your circumstances:

It could be that I recommend one multi-asset fund that would be a ‘one-stop shop’ for managing your investment. These ‘multi-asset’ funds invest in shares and bonds, cash and property. The manager of the fund decides where to be invested according to their market views. There are different multi-asset funds for different risk tolerances to make sure that the fund is managed in an appropriate way for you.

Alternatively, I could choose a portfolio of investment funds that would match your risk appetite and objectives.

Finally, Leabourne may recommend that your investments are managed by a discretionary fund manager. The discretionary manager would manage a portfolio of investment funds or individual shares on your behalf and according to your risk tolerance and objectives.

In order to find out how I can help you please call me to book your free 30 minute phone call or meeting on 01992 310292

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