Calculating Infinity
Bespoke wealth management advice to private and corporate clients in Dorset, Wiltshire & Hampshire.
With offices in Dorset and Fareham, we are able to provide advice to clients across the South of England on a wide range of matters to ensure that you make the most of the allowances available to you and that your financial plans last throughout your lifetime, and to also take into account the needs for the future generations of your family.
WEBSITE
Website Enquiry is when we have received an email as a result of a website submission.
Call back is when you are calling back as a result of a callback request.
This option is to be used if there is a call back from a client with additional information, ie wants to change time of appointment or wants to cancel.
When you submit this CHF an email will be sent to the team to request a callback.
Please record the date and name in the callback section of the Calendar document. (ID34)
Hi, its X calling from the Inheritance Tax Guru.
Just to let you know that I’m emailing your free guide across to you now, unless you would prefer to receive it by post?
Thank you, do you have any immediate questions for our advisors?
OK, I am going to arrange a call back for you from one of our advisors xx NAME OF ADVISOR, when would be the best time for us to call you?
Note below any details they supply regarding their questions.
We offer a free consultation to get a better understanding of your circumstances and to avoid paying tax on your estate
When would be a good time for xx (advisor name) to visit you in the coming weeks?
Open the CALENDAR so that you do not double book the advisor.
Remember appointments are booked 2 weeks ahead and ONLY at either 10am or 2pm Mon-Fri.
Right, so let me check the details will you.
I can confirm that you meeting will take place with [ADVISOR NAME] on [date] at [time] at your home.
Can I double check your address & postcode?
Just one last question,
as the advice we provide in person is personalised to you,
to provide us with an idea of any inheritance tax liability on the estate we are advising,
could you tell me how much you think your overall estate is worth?
Thank you, that is all confirmed. Please do call us if you have any questions in the meantime.
I hope you find the guide informative. I will give you a call in a weeks time to see if you have any questions or to see if you would like to take advantage of the free consultation then.
Please record the date and name in the callback section of the Calendar document.
ID35
including any changes to address for appointment.