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We guarantee our advice and implementation fees will be the most competitive in the market based on the following criteria:

 

  • The expertise of your lead adviser i.e. holding at least STEP membership and regulated financial planning qualifications or a private client solicitor holding at least 5+ years post qualification experience in private client advice. The solicitor may not hold formal regulated financial planning qualifications but will be conversant on relevant complementary financial planning needs and thus involve a suitably qualified and experienced colleague.

 

  • The procedure of the advice given which includes, a free initial consultation process; the initial call/zoom session that often lasts an hour, post-session research, a strategy email or report (where needed). All without a charge.

 

  • Post implementation support and guidance without charge. We will not charge you a fee to re-open your case file and review the planning implemented several years prior. We will not charge you a fee to explain the planning we’ve put in place to your children several years down the line when they are now old enough to be able to comprehend it.

 

  • The actual implementation of the solutions.

 

  • If you’ve been given a “cheaper” quote. We’ll review any solution you’ve been given, providing you with a commentary free of charge. If the actual implementation cost is cheaper, we’ll consider matching it if you really prefer to work with us. At the very least, you can rest assured whatever planning you have decided to implement has been one that you’ve decided to implement with eyes wide open.

 

  • Finally, the ADL Advice Guarantee mandates ADL Estate Planning Ltd to be a corporate member of the Best Foundation, which offers it’s own attractive Client Guarantee, inclusive of independent arbitration. You can read more about this here: https://bestfoundation.org.uk/about/client-guarantee/

 

I’m confident our ADL Advice Guarantee is something that will reassure all our prospects and clients. This is also in addition to at least £2M in professional indemnity cover we have in place for all estate planning work we undertake. Do note, any regulated financial planning work is undertaken under our ADL Wealth brand and any tax reporting work is also covered by appropriate levels of professional indemnity cover.

We look forward to supporting and welcoming you and your family into our ecosystem so we can provide you with some of the most important areas of professional advice you’re ever likely to receive.

Should you have any questions about this advice guarantee, you can reach out to me directly.

 

Mohammad Uz-Zaman MA Adv DipFA PETR CeRER CeLTCI

Chartered Alibf (STEP Associate)

Private Clients

Managing Director

Email: muz@adlestateplanning.co.uk

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