Originally established in the early 70s we offer truly independent advice on all aspects of Financial Planning. Whilst offering a high quality personal service to our local clients we have many clients throughout the country who value our expertise and advice. We are proud of our growth and success.
Our long standing philosophy is to marry the traditional values of client service and individual attention with modern methods of working and forward thinking products. Help our clients understand and achieve financial goals, financial security and peace of mind. Build long term client relationships based on trust, integrity and a commitment to excellence.
Our long standing philosophy is to marry the traditional values of client service and individual attention with modern methods of working and forward thinking products. Help our clients understand and achieve financial goals, financial security and peace of mind. Build long term client relationships based on trust, integrity and a commitment to excellence.
Services
She is responsible for the management of the business and administration across both offices and works with her team to ensure the advisers and clients receive the highest quality service. John has been involved in financial services for over 30 years and now provides Consultancy Services to our business.
Treating customers fairly (TCF) is central to the delivery of The Financial Conduct Authority (FCA) retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
We're here to help you choose the right way to invest your money in order to help you meet your objectives. In this section we've covered the most common types of investments. Speak to us to discuss your situation further. The Financial Conduct Authority does not regulate National Savings. There are many types of life assurance policies, all with different features and benefits.
We offer a diverse range of wealth management products. The right combination of investments can be different for each client, being reliant on their needs, goals and attitude to risk. We are there to help you construct a portfolio that will help you achieve your goals. The right investments can assist you in growing your wealth and protecting it against inflation.
It is never too early to begin to consider retirement planning. However, once you reach the stage of considering your retirement income, expert financial advice becomes even more important. The choices you make at this time will affect your lifestyle, so you need to make sure they are right. Pensions can be an effective form of tax planning, based on current rules, achieving tax free growth and a tax free lump sum.
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Thomas Feely
Jun 18, 2020
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