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How we work
As regulated Independent Financial Advisers we are able to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable solutions currently available. We are thus able to make arrangements to maximise the benefits to our clients.
We will assist you to review your existing financial situation and reach a realistic assessment of your likely needs. The initial consultation is not usually chargeable and at that meeting we will agree our remuneration strategy according to your requirements.
Depending on your instructions we will carry out a needs analysis based on your current situation and taking into account any specific plans and/or targets 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, if required.
You will receive professional advice about where your financial arrangements are already satisfactory and where action is required to remedy deficiencies.
You'll also have our guidance to enable you to decide how much provision you need to make, for the future, and the order of priority in dealing with your finances. It will, of course, be balanced in relation to your current income and your longer-term prospects.
In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and costed so that you will know exactly what we propose and why before you agree to anything. Above all we offer a friendly service and look to establish long-term associations within a framework of working together to meet your long-term objectives.