How we work
As Independent Financial Advisers we not only offer generic advice, but we are also able to advise on financial products from across the whole market. We use advanced computer software to research, compare and select the most appropriate arrangements, thus maximising the benefits to our clients.
The relationship between client and financial adviser is a very personal one, and to decide if we are right for each other you will need to set aside some time to talk to us. There is no charge for an initial half-hour consultation, as this is the time when we have a general discussion about your overall financial situation. You will tell us what you want to achieve, we will explain what we can offer, and you can then decide if you want to take things further.
If you tell us that you would like us to act for you, we will arrange a time when we can obtain detailed information of your current financial situation and, depending on your instructions, we will carry out a review based on a this information, taking into account any specific plans and/or targets you may have. We will then be able advise you on anything from meeting a short term financial objective to a longterm financial plan, depending on what you require.
We can give you professional advice about where your financial arrangements are already sound, and where they are inadequate (or not covered at all). We will also help you to prioritise your needs if you wish.
All our proposals explain why we consider our recommendations are appropriate for you, how they meet your needs, and what the costs will be.