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The advice we give is dependent upon getting to know our clients well and understanding their requirements now and in the future. During our initial meeting we will complete a financial review which helps us to build a picture of your current financial situation.
Based on the financial review, we will prepare recommendations to present to you, and of course, you will have an opportunity to ask any questions that you may have. If you are happy with our proposals, we will then help you to implement them.
The kinds of service we offer to private individuals are:-
Investments
- Retirement planning
- Pensions
- Portfolio Management
- Investing for income and/or growth inc ISA's
- Regular Savings
- Trustee investments
Protection
- Inheritance tax planning
- Life or Critical Illness cover
- Income protection
- Family protection
- Long Term Care
Mortgages
- First time buyers or remortgages
- Buy to Let or Commercial*
-The benefits of an equally weighted core
*These types of mortgages are not regulated by the Financial Services Authority.
There are many possible solutions detailed above, and if you would like a free consultation to help you decide which is most appropriate, please contact us to book an appointment.
