Services

How can we help?

Whether it is your first foray into the financial services arena or whether you already have a plan in place, we would like to help you with our friendly, unbiased and jargon free approach. We will always start by completing a Financial Questionnaire so that we may see “where you are today”. Having completed the questionnaire, we can move on to discuss with you where you see your priorities to be and how you feel we may be able to assist you.

The first meeting is without obligation and will allow us both to decide whether we wish to take matters further and there will be no charge for it.

We offer a wide range of advice including:

  • Pension and Investment Planning
  • Financial Protection (Life, Critical Illness, Income Protection and Family Income Benefit)
  • Income Drawdown
  • Inheritance Tax Planning
  • Long Term Care provision
  • Annuities
Once we have been able to assist a client, we make a point of contacting them regularly because most financial plans require regular reviews to help ensure their continued effectiveness. This is an area that if ignored may very quickly reduce the effectiveness of any initial plan. Remember, once you have a plan, make sure it is reviewed regularly to keep it up to date.

In addition to regular reviews, we also provide our clients with online access to their records which will provide up to date valuations and copies of all documents used within our advice service. This avoids the need for clients to save copies themselves.

Our Client Proposition and Investment Proposition will provide you with more detail on our services and the way we manage investment portfolios.

We are not able to provide advice in some areas but in these circumstances, we have set up ties with organisations that are able to do so and would be happy to make an introduction. You should always remember "The value of your investment can go down as well as up and you may not get back the full amount invested"

Client Proposition

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Investment Proposition

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Get In Touch

Why not make contact with us so you can discuss your needs further, you may find we are just what you have been looking for.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Call us on 01483-267814 or
Make an appointment