SITE IS CURRENTLY UNDER
CONSTRUCTION but untill we are back up please read the
following,
With over twenty five years
experience in the Financial Services Industry, Terry Worrall and
John Tavender have for many years strived to offer that something special to
all their clients, regular reviews and up to date information as a standard,
together with timely advice and support.
We offer a comprehensive
personal or corporate financial planning service, or it can be directed to
specific areas such as school fees, inheritance tax or directors' or partners'
share protection. It may be a one-off event, or a regular service including
review meetings and ongoing advice.
Why WOT?
The drive for WOT is to be a
'one stop shop' for all your financial needs, working with solicitors,
accountants, valuation specialist and tax planners we aim to provide advice and
answers to any problem you may present to us.
So, any question you may have just call
Worrall Or Tavender........
The initial meeting is with
no charge or obligation and together we decide on the most appropriate course of
action and how we are paid.
If we produce a financial
planning report - we will have done the work whether you take any action based
on the report, or not, therefore we will charge a pre-agreed
fee.
If you subsequently take
action that generates commission, we may, in certain circumstances, negotiate
the commission charge, or offset the fee charges against such commission - at
our discretion.
