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 covering Pension and Investment Planning, Life, Critical Illness and Income Protection provision, Annuities and Income Drawdown, Inheritance Tax Planning and Long Term Care provision.
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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 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.
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.
"The value of your investment can go down as well as up and you may not get back the full amount invested" |
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