Research tools

We believe that the only way to be sure of the right advice is to prove that we have examined every aspect of your needs. That is why we have many research tools to analyse your situation. We spend thousands of pounds each year on this capability, but recognise that this is the only way to be sure that we can deliver the best service to you. It seems that many independent financial advisers compromise their independence by using the tools developed by product companies - this leads to bias towards those companies since the companies concerned are hardly likely to filter out their offerings with their own tools. We feel the only way to maintain our independence is to source this research outside of the influence of product providers.

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Our research tools

We have a research tool for every job, including:

• Financial planning
  We can analyse your future finances to find out if you are likely to run out of assets.
  
  
• Product research
  We examine the features and flexibility of products to determine whether they meet your needs, as well as the financial strength of the product providers.
  
  
• Quotations
  We compare the charges of products to find the best deal.
  
  
• Mortgage research
  We hold a database of thousands of mortgages from hundreds of companies, so we can find the best product for your circumstances.
  
  
• Investment risk
  We use a questionnaire to work out your tolerance to investment risk so you do not take too much risk.
  
  
• Investment fund analysis
  We can choose from every investment fund on the market, and compare past performance, fund ratings as well as complex statistic analysis to find the funds most likely to do well.
  

• Fund prices
  We get daily price updates, so we can keep you informed of your investment values.
  
  
• Comprehensive back office
  We run an extremely detailed system to keep track of client records so you can be sure that whoever deals with your case will know everything they need to do perform their role correctly. Our system also synchrionises with many of the above systems to ensure that where possible data is not entered twice; this reduces the chance for errors.

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