The first thing to note is that we listen to what our clients want; what their needs are and what their objectives are because we always put the customer at the centre of everything we do.
We are fully qualified and experienced Independent Financial Advisers and therefore we are free to advise on financial products available from the entire market to ensure that we match the most suitable products to your needs. We are supported by advanced computer software to research, compare and select the most suitable deals currently available and as there are literally thousands of products to choose from we are able to make arrangements to maximize the benefits to you whilst saving you time.
Depending on your instructions we will carry out an analysis based on your current situation, after taking into account any specific plans and/or targets you may have. You will receive professional advice about where your financial arrangements are already good, and where they’re inadequate. We will assess your existing financial situation and needs before reaching a realistic view of your likely immediate and future needs. For this, you’ll need to set aside some time but the first half-hour consultation is free. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.
You’ll also have our help to decide how much provision you need to make and of course it will all be sensibly balanced in relation to your current income and affordability. All our proposals will be fully explained and priced so that you’ll know exactly what and why we have made the recommendation before you agree