In terms of your financial planning, we believe in an ‘advice first’ approach. We’ll look at how to maximise the value of your existing provisions before even considering recommending that you start a new plan. This can often be the most cost-effective outcome.
When we do recommend changes, we thoroughly research the product and investment solutions.
For certain product and investment offerings, we will first offer a solution from our core investment proposition, but only when we believe this best meets your needs.
For the majority of our clients, a managed investment solution, handled directly by our investment experts, provides the most favourable outcome in line with objectives. That’s why it’s a core part of our offering.
Where a solution from our core proposition is not appropriate, we will recommend another from a leading panel of providers.
Please contact us to find out more on 01244 621 721.