services
We offer our clients both commission or fee based routes when paying for independent financial planning advice. With the former we are paid directly by product-providers whereas with the latter we will invoice you an agreed sum. We have no strong preference either way & are happy to discuss terms in relation to the work we undertake for you. If you opt for commission-based advice, we will always disclose any such payment in full to you.
products / services
We can offer you a free financial consultation on all of the following services, please contact us...
- a Free Financial Review, which provides a simple snapshot of your circumstances which may, if you wish, help to develop your financial plan in the right direction;
- a Free Risk Review, where we take a look at your existing portfolio of investments to ascertain whether they fit your preferred risk profile;
- a Free Pension Review, where we produce for you a comprehensive overview of your current pension provisions, plus help you engineer your plan for the future.
- critical illness cover
get pdf » - income protection
get pdf » - inheritance tax planning
get pdf » - life assurance
get pdf » - long term care
get pdf » - pension planning
get pdf » - savings & investment
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To arrange an inital free consultation please call or contact us