How we work
We aim to develop a long-term relationship with our clients and to be on hand to help and advise as required. As fee-based advisers, we have no incentive to sell our clients a product in order to earn a commission and our clients can therefore be confident that the advice they receive is objective and relevant.
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 and without 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 report to you as necessary.
All our proposals will be fully explained and costed so that you'll know exactly what we are recommending and why before you agree to anything.