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Core Services
At Susan Fleck Associates, we firmly believe that our clients are our greatest assets. Our approach is to take the time to understand your needs, priorities and objectives. Our ultimate aim is to ensure that you fulfil your financial goals through the most appropriate use of our financial planning service.
This individual approach means you can rely on the support of an advisor who understands your individual needs and is on hand to provide help and advice. You will receive quality advice from a dedicated consultant who will look after your financial arrangements with us.
For businesses we assign a dedicated advisor to meet with partners and directors on a regular basis.
Our core services are the key to providing this level of service
Research using dedicated independent research companies i.e. Standard & Poors
Full review of existing plans
Helpline
Reports
Regular updates
Seminars
This ongoing personal relationship is the key to our service, working in partnership with you for a successful future.