Sometimes the required result is created solely by providing advice, on other occasions it can be achieved by establishing a financial product or using and adapting an existing product (i.e. an existing life assurance policy, pension plan or investment policy).
Financial Planning covers a wide range of areas and services, we list these below and there are specific pages which detail each area. We believe the key to finding the right solution lies in fully understanding what our clients want to achieve and on the various pages we have raised some questions which we feel are essential to start to allow us to gain that understanding.
For more information on how we act on behalf of our clients, our payment structures and terms please read our Retail Client Agreement (here).