How We Work

Recently have you noticed the decline in service that you receive from your existing providers. Many banks have either stopped providing financial advice or struggling to provide a full service. We will provide a face to face meeting rather than a phone call or an email to discuss your financial plans.

In our first meeting with you we will discuss your overall financial situation and what plans you have for the future. Our first meeting is conducted on a complimentary basis and will give us the opportunity to assess whether we can provide a better financial solution to your current plans.

Our role is then to find the professional to your financial needs. We do not sell or recommend any financial products. We also do not provide the advice for the specific recommendations on financial products. We are on your side and will provide a second opinion to ensure you are paying the correct tariff for your existing plans.

Fees and Costs

We will be in a far better position to advise you of the costs after the first meeting as we expect your financial affairs to be complex.