Private Clients

As Independent Financial Planners, we pride ourselves on helping clients to identify and achieve their short, medium and long-term goals.

We do this by working closely with you to determine a personal financial roadmap, which we review and refine regularly over time.

 

We believe in providing a service with which our clients will be delighted. That means a customer-driven service where nothing is too much trouble.

In support of this ambition we provide:

• Full individual fact finding client meetings prior to advice, on a face to face basis, usually on-site or at another convenient location.
• Written recommendations, including client specific illustrations and key features documentation, with full reasons for the specific financial strategy suggested.
• Dealing with the insurer or investment house, both before and after the relevant transaction.
• Ongoing financial advice to individuals, employees or trustees on both a reactive and proactive basis
• Programmed annual reviews, with unlimited access to qualified Financial Advisers during the year on an ad-hoc basis
• Tax Planning and Advice Service*

 

*Tax planning advice is not regulated by the Financial Conduct Authority