THE FINANCIAL
LOCKSMITH

Unlocking Potential

ABOUTABOUT
So let's start with you. Who are you? Probably a qualified IFA with their own business, already wearing more hats than is realistically sustainable. You want to do more but the day to day running of your business and servicing of your clients takes all your time; not to mention the compliance that comes with this.

At some point you would like to realise the value of your business or reduce the liabilities strangling it. Or perhaps you simply want your team to offer a unified approach and a consistent brand message conveyed.

I’m Fran, a level 6 qualified former independent financial adviser with over 20 years experience working within the financial services industry. So, unlike general marketeers, I know your business, the opportunities, the potential pitfalls and can provide independent assessment.

Over the years I have been frequently frustrated when witnessing the lack of follow through and then more so by the lack of follow up. Valuable lessons have been missed and opportunities wasted.

I operate under my 'Heads or Tails' principle. Heads being 'use your head'. Have you offered value for your client, your staff and your business? And Tails - have you fully complied with legislative and regulatory controls? Have you covered your bottom?

I am very grateful to be able to turn my passion into a business. Gratitude, in my mind, is a much underrated quality but one that could unlock the key to success and happiness. Outside of work, myself and my husband have two amazing children, a home currently undergoing major renovations (never again!) and you'll often find me working as a volunteer vaccinator at the Castle Quarter in Norwich. Life is full on and I wouldn't change it for anything.

But how does that help you? Why not explore to see how you might benefit from The Financial Locksmith or watch a short video.


01

Initial Meeting

This can be via phone, virtually or at a location mutually agreed with you. Here we would discuss the current business format. This is an obligation free meeting at no cost.

02

Fees

From this point on, fees would be chargeable. These are agreed in advance with a full brief of the work to be undertaken.

03

Goal Setting

You want to achieve something? Then set a goal. This could be one or many. Or even differing stages of the same goal, over weeks, months or even years. This gives us a framework with which to continually review our progress.

04

The Follow Through

After agreeing your plan and the steps involved, we will actively ensure that your plans are followed through, adapting as necessary along the way. This may include a multitude of areas including from back office processes to public events. The list is endless.

05

The Follow Up

This does not just mean a debrief at the end of a project, but could (and should) be something built into our working practices from the start. Not only does it ensure your goals are on track, the desired outcome achieved, it can identify important lessons to be learned and applied in the future.

FEES
The Financial Locksmith Ltd aims to deliver a bespoke range of services that offer financial planning businesses and other types of firms, not only value, but also an enhanced reputation and a secure future. All fees are agreed at outset and confirmed by way of a Letter of Engagement, (setting out the agreed needs and proposed solutions), and Fee Agreement, (setting out the agreed costs and method of payment).  

Before any work is undertaken, signed copies of these documents must be provided by the client to The Financial Locksmith Ltd.

Fees start from £545.00 per day for a 7 hour day, Monday to Friday inclusive. Invoices payable within 14 days of issue.

At outset, more days per month may be required but then reduced once processes have been set in place.

Bespoke project quotes are available on request and whilst long-term relationships are preferred, project work may also be undertaken for either a fixed cost or charged according to time spent.

All reasonable travel and disbursement costs are charged in addition to fees above. Out of normal hours available at request.

All quotes valid for a period of 28 days with monthly retainers carrying a guaranteed fixed cost for a minimum period of 12 months - unless terms change.

At present fees are not subject to VAT.
  • Corymeela Lodge Church Road, Reedham, Norfolk, NR13 3TZ