Traditional, face-to-face planning remains the bedrock of our financial planning. This model is recommended for those who want to work with a dedicated financial planner on a "one-to-one basis. Advice can be given in person, or by video call if preferred.
About this service
Full advice is appropriate for those clients who have more complex financial planning needs associated with having accumulated a certain level of assets and have multiple financial objectives.
You are likely to be considering your financial objectives in the long-term having already accumulated some wealth and are looking to further build, consolidate and preserve for the future.
You are most likely to benefit from building a relationship with a dedicated adviser who can meet with you as required to set up your plans and tailor the service to keep you on track over the long-term.
You may benefit from additional expertise and specialist services such as tax planning and lifetime financial planning with scenario forecasting that enables you to make informed decisions.
What you'll receive
- A dedicated adviser for support
- Annual or bi-annual suitability review
- Cashflow modelling
- Regular e-newsletter on financial matters
- An "open-door" policy for meeting with your financial planner
- Access our service as you wish; face to face, telephone or video
- Access to our My 70 portal
- Scenario planning report
- Regular investment updates
You’ve learned a little about us, and now we’d like to know a little about you.
Let’s arrange a free, no-obligation call with one of our advisers.
Fill in the form and we’ll be in touch, or simply call us on 01423 611004.