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How we work
As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable products and investments. We are often able to obtain substantial discounts on fund charges for our clients.
We will review your financial situation and reach a realistic assessment of your likely needs. For this, you will need to set aside some time to talk to us. The first one hour consultation is free. During the meeting we will discuss and agree the charges for any further work.
Depending on your instructions we will carry out a needs analysis based on your current situation, and taking into account any specific plans and objecctives you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.
You will receive professional advice about your existing financial arrangements, and ways of improving the chances of achieving your objectives.
You will have our help to decide how much provision you need to make, and the order of priority in dealing with your finances.
All our proposals will be fully explained and costed before you agree to anything.