We will work with an individual to establish
specific financial needs or objectives and then
recommend and implement an appropriate solution.
The Individual Financial Advice process will
involve obtaining relevant information regarding
an individual’s current financial situation.
Our Individual Financial Advice service includes the following:
- Pension arrangement and review
- Post Retirement pension options
- Regular Savings recommendations
- Investment recommendations
- Insurances covering death, illness and injury
- Existing policy reviews
- Inheritance Tax advice
An ongoing review of any advice given or plan implemented will be offered, allowing alterations to be made to suit an individual’s changing needs or objectives.