Welcome To Mcclune Financial Services Ltd

Do you have a lump sum to invest? We can help.
"Planning to be Financially Free?". We aim to build long-term relationships helping you to be financially free.

Information and/or advice intended for UK residents only.

"McClune Financial Services Limited is authorised and regulated by the Financial Conduct Authority and is entered in the financial services register FSR number 522024 available at www.fsa.gov.uk/register/home."

About Us

Our aim is to save you money, make you money and save you time. By using "client websites" which give our clients transparent access to their assets across a wide range of product providers. These are available online giving 24 hour access to all their financial information where and when they want it, as well as direct secure access to us through their site. We introduce some clients to a wealth platform provided by True Potential when suitable. Have a look at the video clip and see if this fits your needs and give us a call. With almost 30 years experience helping people, Joe Mcclune aims to help guide you to make sound decisions which will help you to be in control of your finances. By harnessing the power of technology, we can provide a valuable and unique service, aiming to build a secure financial future for our clients.

The Financial Planning Process

There are four stages to the financial planning process with the initial consultation at our cost:
1. Initial consultation
2. Financial Review and Recommendation
3. Arranging and Setting up your Investment
4. On-going Service and Reviews .

Initial Consultation

The initial consultation will comprise of:
• An initial meeting with one of our qualified financial advisers
• An opportunity to ask questions and understand what we do
• Opportunity for us to establish what your financial needs are
• Discuss our service propositions and costs involved
• There is no charge for this initial consultation.

Financial Review and Recommendation

We will carry out an extensive assessment of your financial circumstances at the outset to establish your financial planning requirements. This will include:
• understanding your situation by gathering information about your existing financial arrangements and full personal circumstances;
• understanding of your investment knowledge and attitude and tolerance towards investment risk;
• recommendation of an asset allocation model that matches your investment risk profile and the subsequent assessment and suitability of any existing investments;
• analysis and design of your investment strategy
• presentation of your recommendation;
When we provide you with our suitability report it will be your decision whether to implement our recommendations either completely or in part. A clear breakdown of what our charges/fees are for setting up your plan are included in our Key Facts about our services and costs document.

Arranging and Setting up your Investment

The arranging and setting up of our investment recommendation includes where appropriate:
• Handling of all fund and policy administration on your behalf
• Regular updates to keep you informed of progress
• Ensure all you documents are issued in line with your expectations
• Confirmation of all actions taken on your behalf in writing

On-going Service and Reviews

Your financial and personal objectives may change over time due to changes in your lifestyle or circumstances. We believe it is essential to ensure that the investment portfolio we recommend continues to meet your lifestyle and investment objectives. Our on-going review service offers:
• Structured reviews
• Assessment of your current circumstances and any changes to your plans that are needed
• Regular updates and information regarding your investments
• A choice of differing levels of support depending on your needs
• On-going support with correspondence and administration issues