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| Additional information |
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| Arrow Financial Services UK Ltd |
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Overview:
Arrow Financial Services is a firm of chartered financial planners, who have a reputation for giving jargon-free financial advice.
As Independent Financial Advisers, our aim is simple – to give you expert advice at a level and depth to suit your individual needs.
What’s more, because we are completely independent, we are not tied to any panel or company and can offer impartial advice based on products from the whole market place. Regular reviews are also offered to take account of changes in your life and also changes in the financial market place.
We believe in the personal touch and affordable advice. We offer a free, no-obligation meeting, at your home or place of work. Alternatively, you may prefer to visit us at our city centre offices. Based in Chester we are ideally located to provide a service for our clients in the North West of England and North Wales.
Arrow Financial Services, Chester are proud to have been granted the converted status of ‘Chartered Financial Planners‘ by the Chartered Insurance Institute (CII).
The CII is the premier professional organisation for those working in the Insurance and Financial Services industry and achieving Chartered Status is the prestige level of membership.
Being awarded this Chartered Status requires a gold standard level of commitment to client support and is the ultimate statement of best practice in providing financial advice.
All CII Charted members have a commitment to raising standards of knowledge, capability and ethical practice within our businesses, which is essential in ensuring all clients who receive advice can be confident that their best interests are at the very heart of all advice provided and that they can be assured of first class service from highly knowledgeable and competent advisors.
Achieving Chartered Status involves a rigorous initial assessment and on-going commitment to both personal and business professional development by our senior management and entire team.
Our Financial Advisers at Arrow Financial Services Chester consistently meet the five core duties from the CII’s code of ethics;
Act with the highest ethical standards and integrity,
Are open and honest,
Act in the best interests of each client,
Provide a high standard of service,
Treat people fairly regardless of their age, disability, gender reassignment, pregnancy and maternity, marriage and civil partnership, race, religion and belief, sex, and sexual orientation.
We are one of only ~22,000 individuals and firms which hold a CII certificate worldwide which provides a strong indication as to the exclusivity of the award. |
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History:
Arrow Financial Services, located right in the commercial centre of the city of Chester, is a Chartered firm of Financial Planners owned and run by Directors Bill Hughes and Dave Jacobsen, supported by their fully qualified team of advisors and experienced clerical assistants.
Bill and Dave have over 50 years' combined experience in the financial services industry and aim to offer clients jargon-free financial advice, value for money and first class customer service.
In January 2014, after six great years on Watergate Street, Chester, Arrow Financial Services moved to our new offices, located at 4 Friarsgate, (off White Friars) also in Chester. Our conveniently located office is easy for all Chester based businesses to access and for all our current and future clients to visit. Furthermore providing a perfect location from which Arrow can liaise with other professional organisations whom may be of assistance to our clients.
Through exceptional growth over the last six years Arrow now have ten fully qualified financial advisers who assist companies and individuals with; Investments, Personal Pensions, Corporate Pensions, Auto Enrolment, Investment Planning, Retirement Planning, Estate Planning, Income Protection, including Business Protection and Tax Assistance. We also hold an additional license which allows us to advise on Occupational Pension Schemes which is an important consideration for all our corporate clients.
To ensure client privacy and confidentiality our offices include a board room for meetings with commercial clients and private smaller meeting rooms for one to one discussions for private clients. In addition we continue to offer to make home visits for clients who would prefer to see us in the comfort of their own home, or indeed at their place of work. |
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