Step 1: What are your goals?
Together we look at your short, medium and long-term goals and any particular issues you may have.
Step 2: What's our advice?
Some questions are straight forward with a clear answer. Other issues may require more work. In these situations, we may recommend further actions.
Step 3: Further Action
If we believe our paid services could help you, we will send you a personalised letter of engagement detailing the questions we will answer and any costs involved.
Book your free no-obligation consultation now
Use our calendar to book your no-obligation inital financial review consultation. Phonecalls, emails or video calls, whatever suits you.
Why seek profession financial advice?
When two options look extremely similar, financial advice you can trust will allow you to make the best decision for yourself.
Emma needs life insurance. She’s gotten three quotes, and they all cost roughly the same. How does she choose? She’s tempted to go for the cheapest, because it’s hard to know what the difference is.
This is where professional financial advice helps.
Emma’s financial advisor knows all these products well, and asks her a few extra questions. Her financial advisor is able to tell her the difference between those insurance policies, and how they affect her.
The choice is still completely up to Emma, and she decides to go for the second cheapest policy, because it gives a funeral payment. Her father died two years ago, and her mother had to take out a credit union loan for the funeral costs. Emma doesn’t want her family to go through that, and the difference in price was minimal.
Being asked a couple of extra questions allowed Emma’s advisor to understand her situation better. Now Emma has a policy that fits her circumstances, due to the financial advice she received.
We’re happy to talk
If you need any help looking into new or existing pensions, life cover or general financial advice, feel free to email or call us.
01 853 2727
Mon-Thur: 9 am – 9 pm
Fri: 9 am – 6 pm
Sat: 9 am – 1 pm
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Terms and conditions: Each free consultation will last a max of 15 minutes. Our free review does not constitute financial advice. You are under no obligation to proceed with our advice or pay for any suggested services or products.