Kelvin House, 87 Calder Street, Coatbridge, Lanarkshire, ML5 4EYMake an enquiry
We are completely Independent & offer Full Advice and Recommendations from the 'Whole of Market'. All initial discussions are free, unbiased and without obligation. In addition to personal financial planning, we also have an in-depth understanding of the Auto Enrolment process that employers are currently facing and offer businesses the support they need to meet this employer legislation. The service provided is face - to - face and includes every aspect from an initial, free, no obligation presentation right through implementation, ultimately to the scheme being up and running and registered with the appropriate regulator.
Working in financial services with a combined 80+ years, we provide advice on all aspects of financial planning, providing practical solutions for the financial issues that most clients are faced with. Providing ongoing advice on wealth management, retirement planning, investment planning, family protection and mortgages, our objective is, quite simply, to improve the financial position of our clients as tax efficiently as possible. Today, we are still managing the affairs of clients we met when we started in financial services. We believe this is testimony to the trusted advice and level of service that we provide.
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