Yes. We believe that re-evaluating your financial arrangements on a regular basis is very important, so ongoing reviews form a core part of our service. We will check the value … Read More

You’ll need to bring any relevant documents with you (for example copies of existing policies, ID documents, pay slips for mortgages), but we’ll let you know beforehand what to take. … Read More

Yes. As part or our initial review of your financial circumstances, we firstly review your existing plans in terms of their cost and suitability. What happens next depends on your … Read More

The adviser allocated to you will always be the most suitable for the type of enquiry. You will be given your adviser’s details during the initial stages of contact so that … Read More

We will generally give you advice at a face to face meeting, either at your home or at our offices. In exceptional circumstances we may give advice by telephone or via … Read More