As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software along with our widespread knowledge of the marketplace to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximise the benefits to our clients.
You'll get our help to review your existing financial situation and reach a realistic assessment of your needs. For this, you'll need to set aside some time to talk to us. There's no charge or obligation to proceed after the initial consultation.
Subject to your agreement to use our services we will carry out a needs analysis based on your current situation, and taking into account any specific plans/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 selected.
On receiving an enquiry we invite a prospective client to visit our office for a preliminary meeting. The purpose of the meeting is firstly to establish whether we are able to assist with the client's needs and objectives and secondly to discuss how we would be paid for our services should we be instructed to proceed. There is no charge for this preliminary meeting and no obligation on either side.
After the initial consultation, we will agree with you how we are paid which can be by fee, commission or a combination of both.