Stage 2: Presentation

Accumulus Consulting Limited

7 The Monument
45-47 Monument Hill
Weybridge
Surrey
KT13 8RN

T: 01932 808247

F: 01932 808087

E: info@accumulus.co.uk

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About 4 weeks later we will present our findings using our unique software that cash flow forecasts your financial affairs. We will have contacted all of your existing providers to establish what products you have and their appropriateness in relation to stage 1. We will have carried out a detailed expenditure review, either by you completing our expenditure questionnaire, or by us taking 12 months of your bank statements and carrying out an evaluation of your expenditure. We will build on your knowledge gained from our first meeting.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Services Authority does not regulate national savings and zeros. Past performance should not be seen as an indication of future performance. The value of investment invested in the Stockmarket directly through individual shares or indirectly through collective investment vehicles, as well as any income derived from them, can go down as well as up. Investment returns cannot be guaranteed and you may not get back the full amount invested. The Stockmarket should not be considered a suitable place for short-term investment. Levels relief and basis of taxation are subject to change.

Accumulus Consulting Limited is an appointed representative of The Whitechurch Network Ltd which is authorised and regulated by the Financial Services Authority.

This website is approved by The Whitechurch Network Ltd (Authorised and Regulated by the Financial Services Authority). All content of the website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions. FSA Registration No: 190859