S.O.E. Consultants Limited are a small firm of Independent Financial Advisers with over 50 years experience between us. We offer an advice based process rather than a sales based process. We look at contractual terms, charges, financial strength, consistent performance, fund options & ongoing policy and administration.
We offer regular updates & reviews. S.O.E. has offices across Gloucestershire, Dorset & Berkshire and have clients across the UK, Europe, North America & the Far East.
We are authorised and regulated by the FSA the UK’s financial watchdog set up by the government to regulate financial services and protect your rights. Authorisation (Ref: 476574).
S.O.E. Consultants are committed to providing the highest standard of financial advice and investment service. As a firm we take seriously the requirements of the Financial Services Authority, in particular the requirement to treat our customers fairly. We strive to do this in all that we do. We undertake that all of our actions will be guided by the principle that the interests of our customers are paramount. Our systems and procedures are designed to place our customers at the heart of the business.
When we give advice you can expect the following:
We will only recommend suitable investments and other products after finding out sufficient information about your circumstances to be able to advise properly.
Our advice will be guided only by what is best for our customers.
We will set out in writing in clear concise terms why we have recommended any particular investment or product. We will inform you in advance of our charges and how these could be paid.
If any commission is paid because you invest in any product or investment then we will tell you how much this is.
In the event there is a conflict of interest between us and you, we will tell you about this as soon as we can after becoming aware of this.
We will keep comprehensive records of our dealings with you and will record your attitude to risk.
Where appropriate, and where agreed between us, we will monitor your investments and other financial products and contact you to let you know how they are doing.
In our dealings with you, you can expect the following;
When you contact us you can expect that we will be polite and courteous.
All of our staff are trained in dealing with our customers and in treating them fairly.
When we write to you we will be clear and straightforward; we will try not to use jargon or technical terms. We will be happy to discuss or clarify any matter.
We offer help and advice on pension release, pension unlocking, which annuity, retirement option, retirement plans