We offer a fully comprehensive financial advice service and we aim to help you with all your short, medium and long term financial planning requirements. We are committed to being independent, thus offering advice on products from the whole of the market. We base our recommendations on performance, service, cost, functionality and corporate stability. Our main aims are:
How We Work
As Independent Financial Advisers we are able to give advice on financial products available from a wide range of product providers. We use advanced computer software to research, compare and select the most suitable products currently available. We are thus able to make arrangements to maximise the benefits to our clients.
We will help you to review your existing financial situation and reach a realistic assessment of your likely needs. You should allow at least an hour for an initial discussion for which there is no charge or obligation to proceed. We can then produce a report with our recommendations so that we can both consider how best to move forward.
Depending on your instructions we will carry out a needs analysis based on your current situation, taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews if you opt for our on-going service proposition.
We will look at your existing policies to ensure that they still meet with your requirements and if necessary change plans to meet your current needs.
You will also have our help to decide how much provision you need to make and the order of priority in dealing with your finances. It will be sensibly balanced in relation to your current income and your prospects.
All our proposals will be fully explained and prices will be broken down so that you’ll know exactly what we are proposing.
10 PARSONAGE STREET, DURSLEY, GLOUCESTERSHIRE, GL11 4EA
09:00 – 17:00