The Advice Process
We provide independent financial advice to both individuals and businesses on a fee or commission basis, our first consultation is always free.
We understand that by appointing us as your independent financial advisers you are placing your trust in us. Our advisers are highly qualified and operate to strict ethical guidelines. Among other things they are required to:
- explain clearly the areas on which they advise and the services they offer
- act in your best interests at all times and with total integrity
- discuss and agree fees and payment options in advance, before undertaking any work you ask them to do.
We offer different levels of services, all of which have the flexibility to be tailored to suit your particular requirements and the complexity of your financial circumstances.
To gain a complete picture of your overall financial position you must make sure you give us all the facts about your current circumstances, income, expenditure, savings, investments, insurance, and all other relevant information.
This will enable us to research recommendations tailored to your financial needs and goals.