Our advisors have your best interests at heart and will not 'sell' you unnecessary Products - that's our promise to you. Many of the people we talk to take nothing from us except good advice. We consider what's really best for you and your aspirations.
Here's how it works:
- We will send you a FREE assessment form - when you receive the form, complete the details of your present portfolio, answer the questions about you and your investments and return the form in the freepost envelope provided
- One of our advisors will review the portfolio and within 28 days, based upon the information you have provided, we'll contact you and make recommendations, identifying any investments that we consider may not be appropriate for your circumstances and the reasons why
- It may be that we need to make contact with you to clarify certain items, therefore a contact number would be extremely helpful
- You are then free to use the information to make any changes yourself or, alternatively, arrange a mutually convenient time to meet with an adviser to discuss your options
Contact us today for a FREE no-obligation review and be confident that your money is working as hard as possible.