Our Services

Free initial consultation

Your initial interview is free and without obligation. During the consultation we will complete a comprehensive fact find to help us establish your financial situation, along with your aims and objectives.

We can arrange a meeting with you in your home or at our office, whichever is easiest for you.

After the consultation we will normally prepare a detailed report giving you the reasons for our recommendations along with any appropriate company or fund information.

Research

Before making a recommendation we will undertake detailed research based on your personal situation and requirements.

Policy Servicing

We offer an ongoing service and once we have assisted you in arranging a plan we will help you with any ongoing administrative issues that may arise. We will also help you review the plan as circumstances change.

We like to review investments on an annual basis.