In order to provide quality Independent Financial Advice we aim to meet as many of our clients as possible so that we can deal with them on a face to face basis. This firstly gives us chance to meet each other, after which it allows us to carry out a fact finding exercise to ensure we know as much as possible about you before giving any advice. This way we can be sure that the advice you receive is the best for you and your circumstances.
Having gathered the relevant information we then use this in a confidential manner to carry out extensive research on your behalf before presenting our solutions to your needs and requirements.
Upon presenting our advice, you are not obligated to accept this, although great care is taken when exploring your needs to ensure that the advice we provide is appropriate and in line with your objectives. Therefore, our clients value our advice and find that later in life they, their family or their business benefit by acting upon it.