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THE VALUE OF FARSIGHT WEALTH LTD

Let’s Succeed Together

PRECISION ONGOING SERVICE

Time is constantly moving forward, and your personal circumstances are influenced by various global, political and economic factors. This is why it's essential to regularly review and adjust your financial plan as things change. 

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Introducing Precision

Our client-focused service is here to assist you in achieving your-term financial goals. Your adviser will outline the numerous benefits of subscribing to an ongoing service charge and you can choose to discontinue this service at any time.

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Key features of the Precision ongoing service:


Regular reviews

Your adviser will provide an annual review meeting to discuss any new advice needs, along with an annual review pack detailing your financial plan's performance.

 

Wealth Platform

As a Precision client, you'll have secure 24/7 online access to your investment dashboard, analytics data, register, and more.

 

Priority Adviser Access

If your is unavailable, you can call Sandringham’s centralized number, we'll ensure they reach out to you.

 

Keeping You Up to Date

We help you stay informed market trends, economic changes, and broader financial developments to make sure your finances are kept in the best shape possible.

01706 559070

329 Oldham Road
Rochdale
Greater Manchester
OL16 5JG

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Farsight Wealth Ltd is an appointed representative of Sandringham Financial Partners Ltd (‘Sandringham’) which is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. 
Registered Office: Suite 15, The Media Centre, 7 Northumberland Street, Huddersfield, HD1 1RL. Registered in England and Wales No: 08022795. VAT Registered: 235 3237 81. Sandringham Financial Partners Ltd is a wholly owned subsidiary of M&G plc (Registered Number 11444019).

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