The Financial Advice Service

What are the benefits of our Financial Advice service?

Our Financial Advice service offers you advice on the best products for your needs. We will deliver a transactional service to enable you to meet specific goals where you do not require an ongoing service. Using our research tools, we can analyse your situation and make recommendations for product solutions to exactly meet your financial needs. We follow a robust planning process to ensure that our research puts you with the most appropriate products and providers on the market.

How does the Financial Advice service work?

1. Initial discussion and factfind
   We establish objectives and investigate your financial circumstances so we have all the information we will need to give you appropriate advice.
   
   
2. Liaising with current providers
   We often need to contact your existing product providers to obtain the relevant technical information to enable us to understand your situation.
   
   
3. Technical and product research
   We will use our comprehensive research facilities to examine your requirements and make recommendations. We use a wide variety of research tools to examine every aspect of your requirement for advice, so we can be confident that our recommendation is the most appropriate for your situation.
   
   
4. Report
   You will receive a report on the research process, which gives you the ability to understand the methodology behind the recommendations.
   
   
5. Advice meeting
   We will then meet with you to discuss our recommendations and to answer any questions you may have, before making a decision on any options and guide you through the complicated provider application forms.
   
   
6. Administration
   We will manage the application process to ensure that this runs as efficiently as possible.

With our Financial Advice service you will:

• Make the right decisions first time
  
  
• Benefit from comprehensive research tools
  
  
• Have flexibility of service when you want it
  
  
• Receive advice geared to your needs

Ask yourself this...

• Do you have the time or capacity to do your own research?
  
  
• Can you be sure that you will get it right first time?
  
  
• Do you want advice from a professional to ensure that all your needs are met?
  
  
• Do you want a review of your individual financial circumstances?

Click here to download the Financial Advice brochure.

Click here if you want to contact us to arrange financial advice.