Investments, Pensions, Protection and Mortgages
This team primarily offers advice for individuals.
Needs change and we can help you plan and adapt your financial world to meet those needs. It could be a one off service or a more regular portfolio management and advice service. Most of our clients have been with us for many years and frequently recommend us to others. Our goal is to establish and maintain long term relationships with our clients.
Questions we need to consider with any financial planning include
- What are your objectives and needs?
- What is important to you?
- How long do you wish to invest for?
- Do you want income or capital growth or a bit of both?
- Do you have special needs to take into consideration such as taxation, ethical investments, long term care?
- How much investment return do you need to achieve your plans?
- How much risk are you prepared to take?
- Is your planned investment return compatible with your risk appetite?
We will use our experience and knowledge of the industry to match your realistic needs to the most suitable available investments.
There is always a cost to professional advice and we are no different. If we were, then we would not be available for the long term. In our case that is now for nearly 25 years. We will be open with you about our charges and there are different ways of charging and paying dependent on the circumstances and the ability to pay.