27 Norley House
critical illness, financial advisers, inheritance tax, investment, life assurance, pension, retirement planning, stakeholder pensions, annuities
We are firmly committed to fee based holistic advice. This means that we want to work with you on an ongoing basis to ensure that you achieve your goals and protect what you have.
As we deal with higher incomes or net worth individuals we have to be technically good, as these are the most demanding of customers.
Therefore your adviser will have passed the following four examinations in:
* Corporate Financial Planning - for dealing with companies and directors.
* Personal Investment Planning - Helping individuals understand their options.
* Taxation and Trusts - Helping to avoid paying tax with the use of trusts.
* Pensions - More technical help on the more difficult areas concerning pensions.
We believe that paying for advice is the correct way to do business.
We also feel that using commission to pay for advice is often very sensible so we take a flexible approach which suits the clients' situation.