Financial Advice

First Class financial advice

Our services are available on the following basis:

Transactional – One-off advice or instructions.

Standard – Advice and review services.

Premier – Advice, reviews and access to RobMac portfolios.

Bespoke – Tailored service.

Our services include:

Financial Planning

Investment Advice
Portfolio advice, investment funds, risk analysis, ISA’s, cash management and unit trusts.

Pension Advice
Pension reviews, employer/employee advice, SIPPs, transfer analysis

Protection
Life assurance, income protection, critical illness, long term care and business assurance

Mortgage Management
House purchase, Buy-to-Let, second homes, overseas property

General Services
Will advice, taxation, inheritance, divorce, children’s investments

These services are independent and we are not tied to a bank, building society or investment group. Our decisions are made in your best interests.

Our initial consultation is fee of charge and any advice we give will be explained in full so that you understand any costs and risks at outset.

How this works

Financial Planning

Information Gathering
You complete our financial questionnaire upon which we will base any advice we may give.

Consultation
We spend time together to go through your personal situation. This allows us to understand your needs and explain our service.

Report & Recommendation
We will then prepare a written report for your consideration and further discussion.

Action Plan
If you are happy to proceed then we will provide any necessary documents and put in place our recommended actions.

Ongoing Support
Review meetings are held on an agreed schedule
Online Services
24/7 valuations