As Independent Financial Planners, we pride ourselves on helping clients to identify and achieve their short, medium and long-term goals.
We do this by working closely with you, our client, to determine a personal financial roadmap, which we review and refine regularly over time.
We believe in providing a service with which our clients will be delighted. That means a customer-driven service where nothing is too much trouble.
In support of this ambition we provide:
- Full individual fact finding client meetings prior to advice, on a face to face basis, usually on-site or at another convenient location.
- Written recommendations, including client specific illustrations and key features documentation, with full reasons for the specific financial strategy suggested.
- Dealing with the insurer or investment house, both before and after the relevant transaction.
- Ongoing financial advice to individuals, employees or trustees on both a reactive and proactive basis
- Programmed annual reviews, with unlimited access to qualified Financial Advisers during the year on an ad-hoc basis
- Tax Planning and Advice Service
'Whether for an organisation or an individual, a group or a single employee, we will provide a tailored, high value financial service which will accord exactly with your needs'
'We believe that you deserve a personal and professional advice service that meets the financial needs of you and your family'
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk