Truly holistic financial advice is not common. It requires independence combined with a creative approach and input from specialists where necessary. In addition, the ability to work closely with clients’ other professional advisers, such as their accountant or lawyer, is crucial to delivering the very best client outcomes.
We pride ourselves on the fact that the majority of our clients are referred to us by accountants and law firms and we believe that the strength, depth and competitiveness of our proposition really does separate us from the crowd.
Our approach is based on cultivating longer term relationships between client and adviser. By calling on the wide ranging expertise of our in-house specialists and associated professionals, our advisers provide clients with the right advice at the right time. It is a simple principle.
•Pension Planning
When do you want to retire and how much income will you need?
•Protection Planning
How much cash would your family or business need if you die prematurely or if you suffered a serious illness
or disability?
•Investment Planning
Are you making the best use of your capital or surplus income and are you maximising the various allowances and tax breaks that are available to you?
•Estate Planning
More families than ever are needlessly paying inheritance tax, when was the last time you had the position assessed for your family?
60 Greenway, PINNER, HA5 3SP
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.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.