When a new private client,
corporate client, trust or charity is introduced to Morris Shapland Financial
Services Ltd an initial meeting will take place on a no-obligation basis at
which a copy of our Terms of Business will be provided and explained.
If the client instructs us,
the nominated adviser will establish the scope of advice required and will
undertake a “factfinding” exercise to establish the necessary information as to
the client’s financial circumstances and objectives.
Our aim is to maintain an
on-going overview of the clients’ financial affairs and to provide annual
reviews going forward. At Morris Shapland Financial Services Ltd we see this as
a key part of our business.
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