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Confused as to how financial advice works?

How Financial Advice Works

A lot of people think that a Financial Adviser's job is all about products and investments, but we're not so single minded. The whole idea of Financial Advice is to take a comprehensive look at everything. Not just your mortgage, or savings or pension, it's about looking at all aspects of your finances, as they all have a role in working towards your future security.

Establishing your needs and objectives is key to our process so we can ensure that you are where you want to be, and that we are focussing on achieving the same goals going forward.

Monitoring your products and investments on an ongoing basis is of course part of that process, so we will discuss this with you at review. In the meantime, we do a lot of the nitty gritty work in the background so that at your meeting we don't have to bore you with the details, unless you want us to!

Your Bucket

Financial advice doesn't stop after we have had a comprehensive look at your current circumstances. At each of your reviews, we will also discuss how long your money is projected to last based on your current and future expenditure.


Not sure what to do next?

Arranging a face-to-face meeting is the best way to get to know each other. Our initial meeting is free of charge and there is no obligation to use our services, so you don't need to worry if you're not sure. We find this is the most helpful way to get the best for our clients and to establish a long-term relationship.

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I recommended Rob to very good friends of mine and the feedback I received from them was excellent all round. M.C