We believe that good financial advice is all about you. It's about building a plan based on your needs and aspirations then finding the right package of investments, protection and pensions to build your prosperity and enhance your financial security. We're independent financial advisers, and able to advise you on products and services from the whole of the market.We're here to protect your financial well-being. Knowing roughly what you can expect from your pension contributions in the long run can give you the opportunity to adjust your retirement savings.
Services
Your first meeting with us is an opportunity for us to get to know each other a little better. We will take this time to discuss how we will work with you, and to find out if financial advice is appropriate for you, whilst discussing our standard services and fees. Working with you, we will establish your short, medium, and long term goals.
We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client. We understand that everyone's different, and that's why our financial planning approach is as individual as you.
During the initial meeting, we aim to work with you to understand your financial needs. These can range from short term to long term targets. We will look at what support and advice you may require, and also help to determine what steps are needed for you to achieve your financial goals. We will also discuss the available options with you.
After we have agreed upon the level of service, we focus on establishing your goals. We will assess your current financial circumstances (assets and liabilities) and work out ways to achieve your goals. This will include calculating costs, working out a priority order, and establishing a time scale for each goal.
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