How we work
As Independent Financial Advisers we can advise on a wide range of financial topics. We use advanced computer software to research, compare and select the most suitable products that are currently available. We are thus able to make arrangements to maximize the benefits to 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 usually free. There's no charge, and no obligation. From that initial exploratory meeting, we will advise you of how we may be able to assist you to achieve your financial objectives. and what costs will be involved. (Please see "How we are paid" for full details).
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'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects.
