Who will be advising me?


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 you know who you will be dealing with prior to any meeting. Your allocated adviser will be fully qualified in the area of advice you require (for example pensions, mortgages etc.).

If necessary, you will also be given details of other points of contact, for example who to get in touch with if you have any non advice-related questions or administrative queries.