The Value of Advice


Financial advice is not focused on product sales but rather on plotting a route from where you are now to where you want to be, identifying goals to be achieved and pitfalls to be avoided along the way. 

As a Chartered Firm, we have achieved the industry’s gold standard for firms of financial planners. This means we are committed to the highest possible standards of advice. We are committed to being Independent Financial Advisers, bringing you completely unbiased advice using products and solutions from the whole of the market.

Without advice, many individuals will pick and choose isolated elements for their savings, pension planning and financial protection, based on influences such as the promotional material of the product providers. Importantly, many don’t keep track of how these elements are performing. Our role is to bring all the strands together into a cohesive financial plan that delivers the right returns and protection.

A financial plan is not something that is written once and then tucked away gathering dust. It should be reviewed and adjusted according to changes in your circumstances and in market factors.  Now, more than ever in today’s uncertain financial markets, it is critical to keep your eye on the financial ball. Our role is to take that responsibility from you.

We will, of course, charge a fee for our services – see How We’re Paid – but our aim is to make a difference that will outweigh the costs involved.

There are thousands of plans, policies and investment funds out there so finding the right route through the financial planning maze is difficult for any but the most financially-savvy client.  It’s our job to distil all of the options down to a manageable level. We do the research and monitor the performance, so that you don’t need to.

Contact us for a free initial consultation to discuss your financial plan.

The value of your investment can fall as well as rise and you may get back less than you have invested.

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