As independent financial advisers we have plenty of tools to try and reduce financial uncertainty – from savings, investments and pensions to life and health insurance and inheritance tax planning. And in order to use those tools most effectively, we can draw on our unique experience and expertise, which you can read about in detail on our website.
That uniqueness is also demonstrated by the development of our own analytical planning software SumItAllUp. You can also read regular insights in our blog, which takes you inside the world of investment decision making, but in a light-hearted manner . And on security, we believe we were the first adviser in the region to encrypt their whole website.
In a nutshell, we want you to feel informed and comfortable, whatever your financial experience. If you want a complex discussion regarding the mathematics of risk management, that’s not a problem. On the other hand, if you have simple questions such as, ‘when can I retire?’ we will do our best to give you a suitable answer, guiding you carefully through our reasoning, step by step.
Chris Pearce, Director
Research, research and research. I even went as far as designing our own in house retirement planning software called SumItAllUp because I wasn’t happy with what was on offer elsewhere.
This helps to answer questions such as, ‘how long will my money last?’. And you can read in my regular blog how we assess different types of investment and the different techniques we use to see if they are suitable. But I also write the blog as part of our main aim to keep clients as informed as possible and therefore comfortable with our service.
Chris Pearce, Chartered Wealth Manager
39 Fen End Lane, Spalding, Lincolnshire, PE12 6AD
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.