Independent Financial Adviser
Hall Gardens, Bramcote, NG9 3LR
First meeting at adviser's own cost
The whole of my career has been working in Financial Services, meaning that I have now completed over 30 years in the industry! The key to that longevity is in not cutting corners, honesty and treating all clients as if they were family.
After a long conversation with Mitch, I realised that his positivity combined with years worth of experience meant I was confident in moving my business over to him. It has taken some time for this transition to take place, and many phone calls. It was very useful and comforting to receive a phone call just updating me of the progress so far. But in addition to this, I never felt that Mitch "never had the time" to discuss little details or concerns that I had. Something that I have felt with other advisers. It was also very clear that he is very knowledgeable in the area of his field, and if he didn't know the answer to a question, he made sure he found it.
Mitchell organised mortgage protection and life insurance for my wife and I. He was very clear on our options and made the process simple, going out of his way to make time for us.
Mitchell really helped us and guided us with arranging our life insurance. Mitchell was highly professional and very friendly. A first class experience and service. We can’t thank you enough!
I’ve worked in many parts of the UK and advised in a number of specialist business areas along that journey. As a result, offshore investments, inheritance tax planning and business protection advice, are all areas where my knowledge and experience have helped clients the most.
Everybody has a different story, and my role is to understand what people are trying to achieve, and then overlay a realistic plan to help achieve those goals.
When investing, my advice would be don't chase performance, invest for the long term, keep a wide eye on charges and accept markets will go up and go down!
By correctly understanding your appetite for risk, we can make certain that the goals you set are realistic and the investment strategies recommended are the most suitable.
We ascertain your risk profile through a number of methods and display these in a way that is easily understood. PSIAM LLP also interrogates the risk profile of your legacy products, to ensure that they are correctly invested and, if not, look at where they would better suit your individual needs.
Where to find us
Head office address: Hall Gardens, Spanish Villa, Bramcote, NG9 3LR
We are an independent, Chartered financial planning firm. Our Financial lifestyle planners are experts in tax and lifetime wealth structuring and are currently offering meetings online, or over the phone, in response to Coronavirus.
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.