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“I want clients to benefit from my advice, net of costs…”
General
- Up to date technical guidance from an experienced, qualified professional
- Identify problems. Provide goals and solutions
- Help prioritize
- Monitor assets, cashflow, and personal circumstances
- Encourage you to complete the planning
- Help prevent financial mistakes
- Save money with tax planning
Investments (including Personal Pensions)
- Long term investments should provide greater returns than money placed on deposit
- Guidance when markets have fallen and you may not be in profit
- Some clarity in a complex world
- Over 20 years experience dealing with companies that sell investment and insurance products
- Up to 90 hours per year keeping up to date with legal, regulatory and budget changes
- Monitoring product development and product provider evolution
Mortgages
- Guide you through steps involved in buying a house
- Search UK lenders for the most suitable mortgage for your circumstances
- Find the best interest rates in light of other costs and charges
- Guidance through products on offer, enabling you to make a considered choice
Insurances
- Protect you and your family from financial hardship
- Guide you through technical complexities of insurance
- Search the market for Insurers with a reputation for treating customers well and paying claims
- Find competitive prices
- Help you avoid cover that is inappropriate or insufficient