Call us now on 01495 78 11 88
Our service includes an initial over the phone discussion is free and completely no-obligation. It’s your opportunity to ask any questions whilst we look to gain an understanding of your financial situation and your goals. Together we can decide whether our Flat Fee Advice is right for you. If it is, we will look to get more in-depth information such as your existing policies and your attitude to risk.
In order to provide personalised advice, the next step is for us to understand your financial situation, any existing plans, your financial goals, and your attitude to risk. We may need to contact your existing providers to obtain up to date information.
After reviewing your current plans, and taking into account your attitude to risk, we will make our recommendations – this might be for your money to stay where it is, or we might advise moving it. We are completely independent so will impartially make recommendations from the entire market, and because of our fixed fee, there is no incentive for us to recommend anything that is not in your best interests.
Our regular reviews will outline the latest valuations of your plans and suggest any recommendations based on the current market. You do not, however, need to wait for a report to speak to us – let your personal adviser know of any concerns and questions throughout the year.
An initial over the phone discussion is free and completely no-obligation. It’s your opportunity to ask any questions whilst we look to gain an understanding of your financial situation and your goals. Together we can decide whether our Flat Fee Advice is right for you. If it is, we will look to get more in-depth information such as your existing policies and your attitude to risk.
In order to provide personalised advice, the next step is for us to understand your financial situation, any existing plans, your financial goals, and your attitude to risk. We may need to contact your existing providers to obtain up to date information.
After reviewing your current plans, and taking into account your attitude to risk, we will make our recommendations – this might be for your money to stay where it is, or we might advise moving it. We are completely independent so will impartially make recommendations from the entire market, and because of our fixed fee, there is no incentive for us to recommend anything that is not in your best interests.
Our regular reviews will outline the latest valuations of your plans and suggest any recommendations based on the current market. You do not, however, need to wait for a report to speak to us – let your personal adviser know of any concerns and questions throughout the year.
On receiving an enquiry we will arrange a preliminary discussion over the phone at a time to suit you. The purpose of this initial discussion is to try to establish whether we are able to assist with your needs and objectives. There is no charge for this preliminary discussion and no obligation on either side.
On receiving an enquiry we will arrange a preliminary discussion over the phone at a time to suit you. The purpose of this initial discussion is to try to establish whether we are able to assist with your needs and objectives. There is no charge for this preliminary discussion and no obligation on either side.
