Our Services
We are able to advise on all areas of financial planning, both for individuals and businesses.
We are totally independent and are able to choose the most suitable solutions for our clients from the marketplace as a whole, thus enabling us to give you a tailored strategy to match your requirements.
We offer an initial consultation at our cost with no ongoing obligation and aim to form long-term relationships with our clients in order to provide a pro-active and ongoing review service.
Typically we will meet a client and collect information on their current circumstances, existing financial arrangements and objectives. We will then write to confirm the service we can provide and how we propose to be remunerated.
With your agreement, and having completed authority forms, we will collect information directly from the providers on your current financial arrangements for review.
We will then produce a Financial Planning Report. This will summarise your current position and make our recommendations. Generally we would then meet again to go through the report and our recommendations. We would then effect any changes and action our recommendations as agreed.
Throughout the whole process we will try to complete as much of the paperwork for you as possible keeping your time expenditure to a minimum.