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Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

To Top

  

Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

To Top

Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

To Top

Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

To Top

Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

To Top

 
@import url("css/mm_club.css"); @import url("/css/ARCH.css");
 

Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK  
 

Step 1

The first step is for you to look at our Terms of Business. If you have any questions concerning them please email us on direct@arch-fp.co.uk.

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Step 2

The next step is to complete our Fact Find. To view this form you will need an Adobe Acrobat Reader. This software is provided free of charge and can be downloaded by clicking on the icon below.

Please complete the Fact Find in as much detail as you are able.  It is designed to give us as much relevant information as possible about your overall financial and tax situation without involving you in unnecessary work.  We will then be in a position to make appropriate recommendations about your financial security and investment programme.  

We would like to emphasise that you are under no obligation whatsoever to provide any particular item of information but the more accurately that this form is completed the more effective our recommendations are going to be.  We are in any case bound by our regulator, The Financial Services Authority (FSA) to obtain as much information as we reasonably can before giving you advice.  

This information will be treated confidentially and will only be used for advising you on your financial affairs and for no other purpose.  Where you accept our recommendations, the information will form part of our confidential client computer database and we are a registered user of such information under the Data Protection Act 1984.  

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Step 3

When completed please post the Fact Find to us at:

Arch Financial Planning Limited, FREEPOST SCE14868, CRANLEIGH, GU6 8BR

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Step 4

One of our independent advisers will contact you to find out how you wish to receive advice. Whilst our advice will normally be by letter, email or formal report, it may also include a face-to-face meeting (depending on where you live).

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Step 5

Our initial contact with you will not involve you in any cost and this will include a first meeting if appropriate. Before we carry out any chargeable work you should consider whether you wish us to be paid indirectly by commission from one or more product providers, or directly by fee from you. In this respect please refer to Fee Based Advice. Please be assured, however, that you will be informed in writing of the likely costs involved before any chargeable work is carried out so that you can decide not to proceed if you wish.

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Obtain Advice - Updated March 5, 2008

If you would like to receive general financial planning advice, or advice on a specific topic, please follow these steps: 

 

  
   

 

Find us listed on theIFAConnection.com - the number one directory for Independent Financial Advisers in the UK