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 deals currently available. We are thus able to make arrangements to maximise the benefits to our clients.
We will help you review your existing 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. There is no charge or obligation for the initial meeting, which will establish the potential benefits of working together.
In the event of you engaging our services, we will carry out a needs analysis based on your current circumstances, together with 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.