We are convinced that the value of continued advice and excellent service is essential to trusted and enduring client relationships.
What will my relationship with Carpenter Carnell Financial Services feel like?
- Face to face initial meeting with a Director of Carpenter Carnell Financial Services Ltd
- In depth risk and needs analysis
- Market and product research undertaken
- Follow up client meeting to share bespoke report which will offer solutions and recommendations
- Annual client review service
- Full business and insurance provider liaison
- Regular client updates and communication
- Support when you make a claim on a policy arranged by us
It is our belief that people value continued advice and excellent service and we understand why this is essential to trusted and enduring business relationship.