How we take care of your finances
As Independent Financial Advisers we strive to help you create greater financial clarity in your life, allowing you to focus on your goals and aspirations.
We'd like to work with you on an ongoing basis, and appreciate it takes time to discover whether this will be achievable. To begin with the first meeting will be at our expense and will allow you to ask questions about us and our processes so that you can make your own mind up about us and together, we will find out if it will be worthwhile going ahead.
Depending on yourobjectives we will carry out an assessment of your current situation and ask a lot of questions to make sure we truly understand your needs taking into account any specific plans and/or targets you may have.
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. And of course it will all be sensibly balanced in relation to your current income and your prospects
You will receive professional advice about where your financial arrangements are already good, and where they're inadequate (or not covered at all).
We will then advise you on anything from a short term financial objective to a lifetime financial plan, which we can help you create and implement. We will also offer regular reviews to ensure everything stays on track.
In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything.