Free Initial Meeting with an Independent Financial Adviser
We always offer a FREE 1 hour initial meeting
At that initial meeting we will explain what an Independent Financial Adviser does, the services we offer and how they work, we will also discuss our charges with you. You are under no obligation to go ahead and use our services after the meeting. It’s an opportunity to meet each other and for you to decide if you think we are the right Independent Financial Advisers for you.
We offer the following services:
- Free Pension Review
- Pension Transfer advice
- Investment advice
- Inheritance Tax Planning
- Estate Planning
- Advice on setting up Wills, Trusts and lasting Powers of Attorney
- Probate services
- Executor and Trustee services
Have a look at our Vouched For ratings and Testimonials to help you decide
We will not keep calling you after the meeting, that’s not how we work. We will drop you a line to confirm what we discussed and then it’s up to you if you want you call us back to make a further appointment to take things further.
Contact us today to book your free initial meeting or call us 01282 614444
Searching for "independent financial advisors near me" , we offer practical and relevant solutions to help you meet your financial objectives. Why not find out how we can help, call us on 01282 614444. All of our Independent Financial Advisers are qualified and regulated under the Financial Conduct Authority, enabling you to get the personalised and trusted advice you need.
Awards and Accreditations
We have been very happy with the service and everyone we have spoken to at the office has been very helpful.
Mrs P
Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.
Mr & Mrs C
Friendly, approachable and reliable. Christina always keeps appointments, returns calls, and advises to your individual needs.
Ms F