Professional advice in all matters is essential but particularly so when financial planning is required, given the complexity and often bewildering choices available.
Solving a client’s legal problem may only be part of the solution if there are also financial or investment considerations, for example following a divorce, a death in the family or on approaching retirement.
In response to many requests from both business and private clients we offer our own independent in-house financial planning advice authorised directly by the Financial Services Authority. This compliments our other areas of work and provides the same high standard of quality professional advice. We believe we are unique in offering this service.
Our financial service includes:
- Protection for the family against the financial effects of divorce, disability and death
- Retirement and investment planning
- Planning for your later years
- An annual review
As independent advisors we are not tied to any one provider and will research the market to find the most appropriate solutions for your individual needs.
Whilst our client’s needs vary our approach is always the same – plain speaking and tailor made solutions to suit individual needs by means of a clear and detailed report in which our professional financial advisors make their recommendations.
We offer our clients:
- An initial meeting to determine a client’s needs at no cost and with no commitment
- Agreement at the outset over how our services will be provided (typically fee based or commission offset.)
- Subsequent meetings to help implement relevant recommendations
- An annual review for all our clients to ensure that our recommendations are still working and are still meeting their needs
Our advisors:
Our advisors are all experienced and highly qualified particularly when it comes to investments, protection, long term care and estate planning. They are particularly experienced at working with clients with complex financial situations.
Contact our Financial Services team
To speak with our financial advisors phone 0118 951 6800