Financial services

We do all the hard work in finding you a trusted Financial Adviser.

Financial services

Financial Services incorporates several areas that complement the work we do with our clients. Often clients require advice on new or existing pensions and investments whilst others require specialist advice on protection policies such as life insurance and critical illness to protect them or their business.

We have a close working relationship with highly qualified Independent Financial Advisers who share our values and understand the importance of trust and quality customer service.

The value for our clients is that our preferred Advisers are not ‘salesmen’ and so if you require advice for the first time or a second opinion on what you already have, they will be unbiased and never make a recommendation to secure a sale. Everything is always in the clients best interests.

We take the fear out of financial advice as we do all the hard work in finding you a trusted Financial Adviser.  

See Adrian‘s profile for more information.