Unit 3/11 Dalziel Building, 7 Scott Street, Motherwell, North Lanarkshire, ML1 1PNMake an enquiry
Our business is comprised of a group of independent financial consultants qualified to a Diploma of Financial Advice level.
We specialise in a range of savings and investments, protection, pensions, mortgages and general insurance. We understand that every customer is individual. No matter what your position is in life we can guarantee independent advice will be provided with the primary aim of benefiting you in the long-term. Our initial consultation is free from charge and will involve us dedicating our time to simply listen to your aspirations and goals, and offer completely impartial and honest advice.
With respect to the stated ‘Free Special offers’ for:
· pension health check
· investment health check
· financial health check
The initial consultation is Free of charge, the £50 off the agreed adviser charge fee is applicable where you decide to proceed and we implement a solution.
Our clients lie at the heart of our company. We listen to our clients and aspire to create a lasting relationship based on trust, while building for your future. We treat every client as an individual and aim to tailor our services to meet your needs. We will assess your current financial situation and collaborate with you to understand your future plans and goals, in order to find the best solution to benefit you. By offering completely independent financial advice, we can guarantee you will receive a service of an exceptionally high standard.
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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.