We know that the key to making a sound investment decision starts with investing time together. For some clients, you may prefer to involve a family member or close friend. We actively encourage this and are also happy to meet with you at your home if you prefer. It’s your meeting, not ours.
Currently we have 3 fully qualified IFAs (Martin, Ed and Annabel) who are ably supported by 2 full time administrators (Janice and Georgia) none of whom have any sales targets whatsoever to cloud their vision. Our job is simple - exceed your expectations at every opportunity.
Martin has worked in the Financial Services profession since leaving school in 1984 when joining Barclays Bank. He began to provide regulated advice in 1999 and holds a wide range of professional industry qualifications. His specialist area’s of advice are in the fields of Wealth Preservation, IHT Planning, Portfolio Construction and Care Cost planning.
All of our clients are allocated two advisers. This system has proven invaluable. You will always have someone in our company who knows you very well indeed.
Costs of advising you? - well we spend lots of time understanding how other firms charge and do our very best to ensure they become aware of the keen pricing structure we offer. In short, you chose from a few simple options, how your initial advice fee will be calculated and paid. Your first initial meeting with us will always supplied free of cost. If you like us, then it's left to you to appoint us to move ahead with you. Ongoing Reviews are available & recommended by us too.
Wheel Chair and disabled toilet facilities are only available at our Hoveton Office (not our small listed building in Aylsham.)
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