We win awards because we put our clients first...
Our vision is of a world in which people cease to be frightened by money.
We believe that the best way to do that is through Lifestyle Planning. It's Wealth Management done properly i.e. with the end in mind.
Far too many 'advisers' still concentrate on selling their clients products, some of which may or may not help them to achieve their goals in life.
Other advisers set themselves up as investment 'gurus'. We certainly believe that we're pretty good at planning and managing investment portfolios for our clients. However, we also believe that unless we truly understand your goals and lifestyle requirements we have no right to tell you what to do with your money.
We look after clients in Northern Ireland and mainland GB as well as expats in Spain.
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.