How we work
As Independent Financial Advisers, directly regulated by the FSA, we are free to advise on the products and services available from most product providers. We use advanced computer technology to research and compare and select the most suitable deals currently available. We are thus able to make arrangements designed to maximise the benefits for our clients. We do not think one size fits all, we are all individuals, with individual needs. Our service is designed to be as individual as you are.
At our first meeting we will discuss your needs in detail, providing you with any opportunity to discuss your existing financial arrangements. For this, you'll need to set aside some time to talk to us - the first one-hour consultation is free. There's no charge and no obligation, while we find out together if it's worth going ahead.
Depending on your instructions we will carry out a needs analysis, taking into account any specific plans and/or targets you may have. Your adviser will produce a financial report, written in plain English, explaining your current position, making recommendations based on your objectives. By working together we will produce a practical financial plan designed to achieve your short, medium and/or long term objectives.
Life is full of change and our service agreement with clients is designed to ensure you and your adviser talk at least annually to review your financial plan.