Services

Financial Services

We provide a professional Financial Planning Service

Our clients come from all backgrounds and are looking for ongoing advice and service from an adviser they can trust.

Often clients first contact us at a " landmark " time in their lives , eg approaching retirement ,  when they have important decisions to make.

 

We are increasingly involved in " at retirement " advice and providing ongoing investment advice into retirement.

 

We have no set criteria or minimum asset / fund value requirements , so long as there is sufficient need and we can add value for the client.