Our roots

Tenet&You is part of Tenet, one of the largest adviser groups in the UK. Tenet was formed over 25 years ago and provides ongoing training and guidance to ensure the advice we provide is both fair and suitable for our clients’ needs. Tenet is ultimately responsible for the advice we provide. To find out more about Tenet, please visit www.tenetgroup.co.uk.

So, if you’re looking for quality financial advice that enables you to sleep at night knowing you have a sound and secure financial plan in place, you’ve come to the right place.

Rest assured, no matter your stage in life, your finances are in safe hands with Tenet&You.

 

Our approach

The process – what happens next?

All our advisers have been trained to a high level and, not only will they provide tailored advice to meet your current personal objectives, they’ll also be on hand to help you throughout life’s financial journey.

At the start of the process, our advisers will conduct a thorough fact find to get to know you and your life goals. Your adviser will then put together a detailed financial plan and develop personalised recommendations for you which will include those products most suitable for your needs.

Everything in the recommendations will be explained in plain English, including our charges. You’re also welcome to invite a trusted friend or family member into the discussion should you wish for your own peace of mind.

 

How much does our advice cost?

Our charging structure is based on the level of service you require. Once we’ve assessed your current circumstances and objectives, we’ll fully explain the basis of our charges before any chargeable work is carried out. Fees may be subject to VAT but we’ll advise you whether or not this is the case.

 

What this means for you

Whether the advice is for you, or your business, you can rest assured it will be tailored to your specific requirements and will include:

  • Expert advice on your individual needs, including access to a range of investment, protection and pension products as necessary to meet those needs.
  • Agreeing with your adviser the frequency of meetings, as well as the type of information, reports, valuations, policy updates and market intelligence you require.
  • Access to WRAP platforms and asset allocation tools designed to ensure products perfectly match your approach to risk.
  • A service agreement provided at the outset to include details of the service you’ll receive and our cost structure.

Want to know more?

To find out more, please call us on 0330 094 5532 or email us at enquiries@tenetandyou.co.uk