How We Work

The Altero Advice Process

There are 5 Chapters in the Altero Advice Process;

Chapter 1: Discovery Meeting: to establish your priorities aims/objectives/goals/expectations. This is usually at our expense, i.e. no cost to you.

Chapter 2: The Generic Evaluation: We analyse and research your current situation and make generic recommendations of action required to achieve goals/targets. We establish your attitude toward investment risk/loss then prepare a generic report for you to keep.

Chapter 3: Specific Solutions: A detailed report is delivered and presented to you for a pre agreed fixed price, depending upon complexity. In many cases it is possible to offset this cost.

Chapter 4: Mutual Commitment: at this stage you have decided that you want to become a client and we proceed with the recommendations made in the previous Chapter.

Chapter 5: Habitual Assessment: This is the ongoing service level you have decided you want and will be discussed and agreed with you. There are currently four service standards – Comprehensive, Premier, Elite and Transactional.

One Beasleys Yard, 126 High Street, Uxbridge Middlesex UB8 1JU. Telephone: 01895 253559 | Fax: 01895 238357 | Email: office@altero.co.uk

Altero Financial Services Limited is Authorised and Regulated by the Financial Services Authority.
Altero Financial Services Limited is entered on the FSA register (www.fsa.gov.uk/register/) under reference 490060.
The FSA do not regulate National savings products, loans, Will writing and some forms of mortgage, offshore funds and inheritance tax planning.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.