Wouldn’t it be great if I could contact an experienced Independent Financial Adviser who is:
- From a multi-award winning firm and respected member of the business community
- On the high street, so that I can drop in for a chat when I want to
- Available to call out of normal working hours, if I need to talk in confidence
- Able to visit me at home or at my business, when it is convenient to me
- Understanding of my budget and aspirations, but doesn’t put me under any obligation
- Able to research the whole of the market for me
- Able to advise me on all aspects of my finances, throughout my life
- Able to assist with my savings, investments and taxation planning
- Prepared to explain any fees up front and in writing, in a way I understand
- In regular contact with me to check if there are any changes to my circumstances
- Able to update me with the latest financial developments.
Here for me………for life
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