During our first meeting we will get to know you, to understand your current financial circumstances, your life stage, your hopes and financial aspirations. We’ll talk about any concerns you have and assess your attitude to risk. This forms our ‘fact find’ which allows us to identify your priorities and objectives leading to our eventual recommendations.
We will then look at the options available to meet your objectives – and we’re independent so that means a wide variety of options. Independence means we can recommend products from right across the market, including some of the UK’s best-known providers. This sets us aside from many other financial advisers who are ‘tied’ and can only recommend services from one or two providers.