As a firm of experienced financial planners we advise on financial products available from an extensive range of providers. Using the latest technology, fund research and statistical data we research, compare and select the most suitable products currently available.
To begin with we will need to assess your existing financial situation to reach a realistic assessment of your likely needs. This will take about an hour and is completely free. This will give us a chance to find out together if it's worth going ahead.
If you would like to go ahead we will ask you to sign our client agreement which explains about our services and fees. Then we will either obtain more detailed information about your circumstances or arrange another meeting to carry out a fact find style financial review.
A financial review will enable us to make a full assessment of your aims and needs and will also take into consideration any current provision you may have in place. We will then be able to advise you on any shortfalls you may have regarding a single short term financial objective or an annual review may be more appropriate with a lifetime financial plan.
The product solutions which we advise are explained in plain simple straightforward jargon free language.
