As 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 products currently available. We are then in a position 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 likely needs. For this, you'll need to set aside some time to talk to us and our first consultation is free. There is no charge and no obligation, whilst we ascertain if a Client/Financial Adviser relationship can be forged, in order for you to achieve your financial objectives.
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.
You will receive professional advice about where your financial arrangements are, what they are designed to achieve, if they are adequate or inadequate and more importantly, ascertain whether your products still meet your expectations. You'll also have our help to decide how much provision you need to make and the order of priority in dealing with your finances. Of course it will all be sensibly balanced in relation to your current income and your financial objectives. We gain a full understanding of your circumstances and requirements, recording your information so you can double-check that we really have understood your requirements.
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'll know exactly what and why before you agree to anything.