How we work
As Financial Advisers we are free to advise on financial products available from a select group of product providers. We use advanced computer software to research, compare and select the most suitable solutions currently available. We are therefore in a position to be able to make recommendations to fully benefit our clients. We run 8 Model Portfolios reviewed twice per year and we make sure the best possible fund managers are in place to serve our clients.
You’ll receive 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 – the first one-hour consultation is free.
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.