Call us now on 01495 78 11 88
white site icon

Our Service

Despite lower fees, we are still able to offer a market-leading level of wealth management service with in-depth planning, implementation and reviews.
white site icon

Our Service

Despite lower fees, we are still able to offer a market-leading level of wealth management service with in-depth planning, implementation and reviews.

Initial no-obligation consultation

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. 

Factfind & Risk Profile

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. 

Recommendation report and implementation

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.

On-going advice and reporting

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.

Initial no-obligation consultation

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. 

Initial no-obligation consultation

Factfind & Risk Profile

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. 

Recommendation report and implementation

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.

Recommendation report and implementation

On-going advice and reporting

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-going advice and reporting

Contact us

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.

    Contact us

    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.