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Independent Financial Advisers
Providing an efficient helpful and friendly service since 1981 |
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FREE Personal Financial Review
Free Consultation
The first meeting at our offices is always free. One of our professional
advisers will meet with the client to discuss their needs and requirements.
To arrange a complimentary meeting call on 01342 313302, state which
services you are interested in, and arrange a time at your convenience
to come and see one of our advisers in either of our two offices.
How we are paid
Once we know what your needs are, we will quote you in advance for providing
the service you need or want, so there are no surprises - you always know
exactly what the service is going to cost.
Many service and product providers pay us a fee or commission. We always
make this known to you and take this into account in quoting for any further
fee we may need to charge.
In many cases we are able to provide the service you wish with no further
charge. There is no VAT to be paid on our fees.
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