Telephone 01244 312 505

Email: advice@cestrianifa.co.uk

Client relationship

  • For us to do our very best for you we ask for:
  • An open and honest discussion about your goals, circumstances and resources
  • Knowledge of any changes in your personal or financial situation
  • Your ongoing involvement in the financial planning process (for example, participating in the annual review)
  • Your other professional advisers to be encouraged to participate in your review.
  • Honest feedback on our service.

"With these principles we have built long-term relationships with almost all of our clients and in fact I am very pleased that several whom we met in 1980 when Cestrian was established, are still choosing to use our services today."

Keith Brassington – Chairman & Founder