How we work
As Independent Financial Advisers we are free to advise on financial products available from all product providers. e use advanced computer software to research, compare and select the most appropriate solution for you.
You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. 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 based on your current situation, and taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short-term financial objective to a lifetime financial plan, followed up with regular reviews.
You will receive professional advice about where your financial arrangements are already good, and where they're inadequate (or not covered at all). You'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances.
All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything. We normally agree a Fee before arranging any work, so that you know exactly what the advice is costing and are not concerned about complex commission structures and how much that might be costing you.
