How we work
As Independent Financial Advisers we are free to advise on financial products available from the whole market place. We have no axe to grind with any product provider and work exclusively for you, the client.
The first step is for us to establish your objectives and the financial arrangements you have made so far. For this, you will need to set aside some time to talk to us and there is neither a charge nor obligation for this initial consultation. Contact and management of our clients can be by various means; telephone/email/post or face-to-face.
If you decide to engage us we will carry out our research and provide you with proposals which will be fully explained and costed. This will enable you to make an informed decision before you agree to proceed with our recommendations.