The value of financial advice

With so many options and different types of investments to choose from, financial advice can be invaluable. Our advisers will ensure you’re 100% comfortable with the advice you have been given before you make a decision. We will also contact you to discuss your experience and whether you’re satisfied with the advice.

These aren’t the only benefits of seeking financial advice with us, let’s look at some of the others…

Helping you to meet your goals

It’s inevitable that in life, major events will pop up, such as purchasing a home, starting a family or entering into retirement. Your adviser will be able to help you accommodate for these events in your financial plan. They will do all they can to help you meet your financial goals and, by looking at your individual situation, provide personalised recommendations suited to your needs.

Developing a solution together

Choosing suitable investments for your money can come with a great deal of responsibility, time and pressure. By seeking financial advice and entrusting in a professional, this could take the weight off your shoulders. Although you will be fully involved in the advice process, our adviser will do most of the work for you whilst establishing the best possible outcome. After understanding your individual situation and financial needs, we can select the most suitable option for you – from extensive research carried out on the market.

We’ll make sure your investments are as tax-efficient as possible

It’s no secret that the tax treatment of your investments is a major factor for consideration; as there are ways you can potentially improve the efficiency of your investments.

How we can help you

Juggling between work life, personal life and then sorting your finances out is enough for anyone, so it’s inevitable that some might be overwhelmed by the prospect. This is why it’s worthwhile seeking financial advice.

We offer specialist, face-to-face advice to help make the most of your savings and investments.

With a wealth of experience, we have financial advisers based nationwide – who are qualified professionals, chosen for their knowledge and expertise, and who have the ability to tailor advice to your needs.

After taking time getting to know you and your individual situation, your advisers will work hard to find the right financial solution for you. Everything will be explained to you in clear and honest terms, and you will have all the time you need to make a decision.

Your capital is at risk so you may get back less than you originally invested. The value of your investments and any income from them may fall as well as rise.