Services

For many of us life today is just too hectic to find the time to arrange and review our finances efficiently. Popping into the local bank to discuss our circumstances with an assistant we may never see again, shopping around the internet or replying to mailshots may seem straight forward but how can we be sure that our purchase is the right one and will suit our specific needs? It is all too easy to make an expensive mistake.

Our role as financial advisers is to make your financial life easier and less complicated, as financial planning involves solving immediate problems, planning for the longer term and ensuring that financial goals are being met along the way.

It is our aim to ensure that you have the best possible independent advice when planning your financial future. Once we understand your current arrangements and your appreciation of risk we will recommend a solution to “fill any gaps, compared with you aspirations. We only recommend plans and facilities from established, credible companies, carefully chosen from the whole market. Following your decision to act we will assist you to put your plans into place including obtaining applications, completion and submission of papers and document checking on completion.

We work with clients for the long term. As such we agree how they wish to review their affairs in the future and what level of support they want from us. This is different for every client, and can involve regular meetings, reports, newsletters and telephone contact. The choice is yours and our services are priced accordingly. We like to work on a monthly retainer basis, with no minimum term or commitment; you simply retain us for as long as we provide value for money.

Over the years a number of our clients have relocated, so we provide service to them across the UK. Some clients even live overseas, as a result of employment opportunities or lifestyle decisions, and we are pleased to continue providing the support and security they seek from a UK based adviser.

How we work ...