Independant Financial Advice
A bespoke, independant financial advice to suit your needs.The following process is a typical one:Fact Finding to know your current financial circumstances and to establish your goals and needs.Research for services or product from a whole of the market.Prepare and present a solution for your needs.Recommendation is then made.Client decides to take up advice/ recommendations.Help with any application process for service or product applied for.Liase with providers and or their agents.Keep follow up with progress.On-Going client relationship.