Why use a Financial Adviser to Review your Pensions and Investments?


For an hour of your time a Financial Adviser can assess your pensions and investments, and begin a working relationship with you to provide a clear and structured investment strategy.

Peace of mind – Having an expert review your portfolio recommendations can give you the confidence that the investment decisions are right for you.

Saving time – The experience, expertise and knowledge of a

Financial Adviser means they do the work so you don’t have to, which in turn could save you time.

Value for money – Good financial advice should cost you less in the long term than no advice at all.  We only suggest advice when we think this benefits you.

Our charges are among the most competitive in the industry.

Be tax aware – An adviser will ensure your affairs are as tax efficient as possible. Tax rules can change and benefits depend on individual circumstances.

Improve potential returns – An expert can quickly assess whether you are getting the best for the level of risk you are taking and ensure that your investments are best set up to meet your objectives.

Please remember the value of investments can rise and fall, so you could get back less than you invest.

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