ADVICE

David Hook Independent Financial Advisers keep the process of giving Independent Financial Advice simple by using a 5 step process.

Step 1
You can download our Terms of Business here. This gives you important information on how we work, how we are regulated and how you are protected.

Step 2
Your Independent Financial Adviser needs to know details of your current circumstances and the plans you have in force, before they can give you advice. This is known as the Fact Find. You can download our Fact Find here. Once completed you can return it to :

David Hook Independent Financial Advisers
Rigton Croft
Scarsdale Lane
Bardsey
Leeds, LS17 9BH

Alternatively you can complete our online fact find here which will be emailed to us.

The information you provide will be treated in the strictest confidence and will not be passed to other organisations.

Step 3
A fully Qualified Independent Financial Adviser will review the information you have provided. We may contact you by telephone to clarify some of the information you give.

Step 4
Once we have reviewed your whole circumstances we will prepare a report detailing the recommendations we make and explaining why we have recommended a particular product or investment.

Step 5
Once you have accepted the recommendations David Hook Independent Financial Advisers have made we will arrange the product or investment on your behalf.

Important note
Please note you can telephone our advisers at anytime to discuss completing the fact find or understanding our recommendations. David Hook Independent Financial Advisers are keen to ensure you fully understand how we give advice and why an investment may be suitable for you.

David Hook Independent Financial Advisers, use pdf files to help in the process of giving and explaining advice. To read these you must have acrobat reader installed.