Advice available in all areas of Financial Planning including Investments, Pensions and Protection.
We utilise leading technology & provide instant access to your financial information once you have become a client by providing you with your own personal webpage on our systems giving you
comprehensive access and views of all the information which we hold for you, real time valuations for your plans, access on mobile devices, historical views of your portfolio, secure messaging for communicating sensitive information and live portfolios detailing your assets split.
We can achieve this by using technology systems and specialist support firms as Strategic Partners in conjunction with our own personnel to ensure that there is a "Trusted Professional Team" at your disposal.
We will not charge you for any services we provide until we have discussed your options and obligations and you have agreed how we will be paid.
We offer One Off Advice or Ongoing Services.
We will advise and make recommendations for you after we have assessed your needs as Independent Financial Advisers.
We will :-
1. Gather The Facts
2.Formulate A Strategy
3. Undertake Research
4. Make Recommendations
5. Arrange and Set Up Your Plan(s) if Required
For an adviser to find the best providers and products in the marketplace you first of all have to possess the knowledge, experience, research facilities and computer systems to assess all the issues which affect the recommendation that is made.
We look after our clients on a daily basis and understand the financial marketplace in relation to what is important to consumers.
It is our opinion that our services must be offered in an approachable, professional manner. Whatever your personal circumstances, we pride ourselves on mutual trust and each client receives personal attention appropriate to each individual's needs.
64 Eldon Street, Inverclyde, Greenock, PA16 7RE
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