Why should you take Financial Advice? In a time when there is more information than ever available at our fingertips, can taking personal advice add anything to your financial planning?
Some key times at which advice can be most needed include providing for a young family in the event of your death or ill-health, saving and investing for your children’s university fees or to help them with the cost of a first home. Later it is crucial to get advice on how to fund retirement and eventually how to best draw on your accumulated retirement fund. As the years advance, planning your estate and minimising Inheritance Tax are further areas in which quality advice can pay dividends.
Why then should you seek independent advice? Many organizations will provide advice, but this may be restricted to the products of one particular provider. If you are investing your time and resources to obtain advice, a truly Independent Financial Adviser will be able to consider the whole range of products and providers available when tailoring advice to you.
We’re proud to have been awarded the prestigious title Chartered Financial Planners by the Chartered Insurance Institute (CII). You can be sure that you are dealing with a company committed to providing advice of the highest quality.
We have built our business on providing independent, individually tailored advice to our clients for more than three decades. We feel it is important to advise our clients in a way that reflects, not just our philosophy, but reflects the needs, preferences and opinions of our clients. We try to provide as much clarity as we can in dealing with your money and believe that openness, honesty and integrity are essential elements of a successful business relationship. After all, we can only continue to thrive as a business if our clients do also.
As part of the advice process we seek to get to know our clients well, including their needs, plans, priorities and feelings about financial matters. Being based in Tamworth, we are pleased to do this via face-to-face meetings at our office or another convenient location. We are also happy to provide consultations on the telephone or via the internet, as may be needed.
Before this happens though, you may like to know a bit about us first. You can find out more on our website in the "About Us" section and we invite you to have a look.