Our financial advice service offers you a quality service focused on one or more of these areas:
- Pensions — retirement and post retirement advice
- Investment & Savings — short, medium and long term including Ethical Investing
- Protection for you and your loved ones
- Buying a home, mortgages and mortgage protection
- Estate planning — keeping your money in the family.
You benefit from our 6 stage advice process:
- Establish your goals — short medium and long term
- Work out and document your current financial and personal position
- Analyse your details and produce a recommendation to meet your goals
- Meet with you to discuss our recommendation (this can be done online if preferable)
- Implement what you agree from the advice provided
- Monitor the progress and adjust the advice to meet new or different goals.
Financial Advice focuses your resources so that you can start to take steps towards financial freedom. You receive advice from a fully qualified and highly skilled and experienced adviser.