Our service
We offer various levels of service according to what you need. You may already know what you are looking to achieve from our meeting, perhaps you want to focus on a particular area such as retirement planning or a particular type of product, whether it’s investment, insurance or equity release for example. Alternatively, you may not know what you need, and want advice and guidance on this.
Once we understand what you’re looking to achieve, we’ll suggest the right approach for you. In addition to our free financial health check, we offer programs for clients who wish to review all aspects of financial planning on a regular basis.
There are two types of review programmes available:
Annual review service
You will receive an annual review meeting, which can be conducted either face-to-face, via email or over the telephone, whichever is most convenient for you. During which we will:
- Perform a review of your current circumstances, needs, attitudes and concerns
- Review any existing plans and arrangements, check suitability, value for money etc
- Recommend any areas for change
On an on-going basis, we will:
- Maintain your file and forward any relevant paperwork to you
- Keep you informed of any issues surrounding your policies and arrangements
- Give you access to our growing network of business partners and specialists, including Solicitors, Accountants, Bookkeepers and other trades people
Bespoke Review Service
This service offers all the valuable facilities of the annual review service, but on a more bespoke basis. For example, if you feel that you wish to review more frequently than annually, or even on a continuous basis, this can be accommodated. Perhaps you have specific areas of your finances (E.G. Investment Portfolio), which require continuous maintenance and monitoring.
All situations can be accommodated and reviewed on an on-going bespoke basis.
Equity Release: This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.
