Richard Smith – Financial Planning
“Our approach to Financial Planning is a Holistic one, in that we believe that no part of your planning should be isolated from the other parts.”
We try and educate our clients with Hands On personal advice, face to face where appropriate.
Whilst Websites and the Internet can be used to educate and inform this is only one part of the process and it does nothing to check understanding or consider the alternative solutions.
When seeking expert financial guidance, it’s refreshing to find the right place. We are fully authorised by the Financial Services Authority, experienced in Life as well as Financial Planning and very well qualfied.
For instance, when you ask your IFA to sift the latest choice of mortgages or pensions or investments, the chances are they’ll be able to provide a prompt and competent response.But how well researched will it be? Are their choice of funds and providers made using a ‘flavour of the month approach’? Using our research and analytical skills to your advantage is easy to obtain, hust call.
We make sure we are presenting you with the best possible choice based on thoroughly researched advice! Thanks to a dedicated department we have access to a widely respected team of researchers and computerised search solutions. We constantly monitor the latest financial products and services to enable advisers to provide you with comprehensive data and product information.
As a regulated firm we work with the Financial Services Authority (FSA) to make sure that the advice you receive exceeds the FSA’s stringent regulations: all of our Advisers receive regular and comprehensive training, workshops, seminars and publications to ensure the work we do for you is the best available. So, not only can you be confident that the advice you receive is right up to date and is the most comprehensive and detailed. You can also be sure that we have all the backup of the latest regulatory information and expertise to ensure that the product is right for you.
Next time you meet your financial adviser, ask them if the above applies to them.Not all products we advise on a regulated by the Financial Services Authority.Call us now, on 0845 226 9106 and let us do one thing for you – improve your Financial Standing.
