Financial Planning Service
We have established the Financial Planning Service to provide an ongoing level of service to our clients at a known cost. The advantage of this is that you have priority access to an Advisor to discuss your finances without worrying about the cost. We provide our clients access to the Financial Planning Service at several levels depending on their individual situation. At all levels the financial planning advice will be focussed on you and advice which is best suited to your needs at an affordable cost
Clients joining the Financial Planning service will become "Wealth Management" clients and have priority over all other clients
For more information about our Financial Planning service, please contact us