What services do you provide?
We offer a wide range of services. We start by helping you design a financial plan that will help you achieve your financial goals.
We also offer audits of your current protection policies and we offer a service whereby you can move all of your policies to us and house all your policies under one roof so that we can provide you with regular and complete updates of your full financial landscape.
We specialise in investment advice and particularly if you are interested in sustainable investing.
Also it is never too late or too early to start a pension, we can help you build for your future and also analyse your current pensions and see if we can add value.
How can I make an appointment?
Contact me at firstname.lastname@example.org or via one of our social media channels (links above). We are fully flexible with meeting you, by phone, by zoom etc., let us know what suits you.
How much does it cost?
The great news is that there is no direct cost to you. We are paid by our regulated partners should you choose to take out a product that we recommend. We will always be transparent with how we get paid.
How does the process work?
We will gather all of the relevant information from you. We will then carefully analyse the information and design a financial plan that is bespoke to you and your circumstances. We will go through this plan with you and discuss our recommendations. Should you decide to proceed with us, there may be some forms to fill in and we will keep you updated every step of the way. Our goal is to make the journey as easy as possible for you and make sure that you enjoy and are excited about your financial plan and future.