Armed Forces Covenant
Probert Financial are very proud to be one of only a few financial advisory firms to commit to the Armed Forces Covenant. We would like to demonstrate our ongoing support for the Armed Forces, and their families, in recognition of everything that they have given; whether they are active service military personnel, or a veteran.
There are two principles which are followed:
• The Armed Forces community should not be disadvantaged when compared to other citizens in the provision of public and commercial services
• Special consideration is appropriate in some cases, especially for those who have given the most, such as the injured and the bereaved
We have also pledged to our own range of commitments under the covenant which can be found here.
Forces MoneyPlan
Part of our commitment under the Armed Forces Covenant is through us being active members of the Forces MoneyPlan. This offering is designed to ensure that Armed Forces personnel and veterans are placed in a better-informed position with respect to their overall financial well-being, and therefore less vulnerable to misinformation and scams. It is a pro-bono initiative which offers:
1. A free pro-bono guidance consultation with a financial adviser who is a member of the Personal Finance Society (minimum 45 minutes)
2. The completion of a basic fact-find
3. The receipt of an ‘options and priorities’ report (based on a standardised template)
4. This report will provide information and guidance in respect of your finances, including some key considerations, priorities, sources of further information and, if required, how to access regulated financial advice in respect of a personal recommendation as to any course of action you might subsequently wish to take (i.e. ‘what you should do next’).
For more information you can access the Forces Moneyplan ‘statement of engagement’ here or contact us directly.
Armed Forces Covenant
Probert Financial are very proud to be one of only a few financial advisory firms to commit to the Armed Forces Covenant. We would like to demonstrate our ongoing support for the Armed Forces, and their families, in recognition of everything that they have given; whether they are active service military personnel, or a veteran.
There are two principles which are followed:
• The Armed Forces community should not be disadvantaged when compared to other citizens in the provision of public and commercial services
• Special consideration is appropriate in some cases, especially for those who have given the most, such as the injured and the bereaved
We have also pledged to our own range of commitments under the covenant which can be found here.
Forces MoneyPlan
Part of our commitment under the Armed Forces Covenant is through us being active members of the Forces MoneyPlan. This offering is designed to ensure that Armed Forces personnel and veterans are placed in a better-informed position with respect to their overall financial well-being, and therefore less vulnerable to misinformation and scams. It is a pro-bono initiative which offers:
1. A free pro-bono guidance consultation with a financial adviser who is a member of the Personal Finance Society (minimum 45 minutes)
2. The completion of a basic fact-find
3. The receipt of an ‘options and priorities’ report (based on a standardised template)
4. This report will provide information and guidance in respect of your finances, including some key considerations, priorities, sources of further information and, if required, how to access regulated financial advice in respect of a personal recommendation as to any course of action you might subsequently wish to take (i.e. ‘what you should do next’).
For more information you can access the Forces Moneyplan ‘statement of engagement’ here or contact us directly.
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