The first meeting is at our cost. This is an exploratory meeting for you to understand how we would work with you, and for us to get a clear understanding of your circumstances and objectives.
We can refer you to one of our trusted professional connections who can provide this service. Usually this would be a Solicitor or will writing specialist. Openwork accepts no responsibility for this aspect of our business. Will Writing & Power of Attorney are not regulated by the Financial Conduct Authority.
No. We are not Accountants, but we can refer you to a trusted qualified professional connection who can provide this service. We will also liaise with your Accountant when necessary throughout the financial planning process.
Advanced Financial Planning is the trading name of Advanced Financial Planning Scotland Limited
Company Number: SC387177
Registered Office: 20 Bon Accord Square, Aberdeen, AB11 6DJ.
Advanced Financial Planning Scotland Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
You can check by visiting the FCA’s website www.fca.org.uk or by contacting the FCA on 0800 111 6768.
The information on this website is for the use of residents of the United Kingdom only.
No representations are made as to whether the information is applicable or available in any other country which may have access to it.
Approved by Openwork Partnership on 25/07/2023