Financial Advice Service

If you want one-off financial advice without undertaking a comprehensive financial plan, we have the expertise and research tools to help find the product which best suits your needs.

We are qualified to advise in the areas of investments, retirement & pensions, mortgages, insurance, inheritance tax planning, and business advice.

We analyse your financial situation using sophisticated research tools and provide unbiased financial advice by following a robust process. This process and our status as independent financial advisers (IFA) ensure that we recommend the most appropriate products and providers on the market.

How does our financial advice service work?

1. Initial discussion and fact find
   We establish your objectives and investigate your financial circumstances so we have the information we need to give you appropriate and unbiased financial advice in areas such as pensions, investments, and mortgages.
2. Liaising with current providers
   We often need to contact your existing product providers to obtain the relevant technical information to enable us to understand your situation.
3. Technical and product research
   We will use our comprehensive research tools to examine your requirements against all market options and make recommendations. You can be confident that our recommendation is the most appropriate.
4. Report
   You will receive a report on the research process, which allows you to understand the methodology behind the recommendations.
5. Financial Advice meeting
   We will meet with you to discuss our recommendations and answer your questions, before helping you to make a decision on any options.
6. Administration
   We will guide you through the provider application forms and manage the process to ensure that things run smoothly.