My business and the servicing of my clients was transferred to another firm of IFAs called Investment Solutions Wealth Management Ltd, based in Worthing. They are a chartered firm of advisers, offering holistic advice but with a focus on investments and pensions. My role now is to ensure my clients settle in with the new firm and their dedicated adviser.
At the same time I will continue to introduce new clients to Investment Solutions and to a separate firm of mortgage brokers. So if you are looking for excellent financial or mortgage advice please do contact me and I can provide information about these firms and their services and a possible introduction.
At the same time I will continue to introduce new clients to Investment Solutions and to a separate firm of mortgage brokers. So if you are looking for excellent financial or mortgage advice please do contact me and I can provide information about these firms and their services and a possible introduction.
Services
The book is primarily aimed at financial advisers - aspiring, those in training and experienced IFAs but it may also be of interest to company representatives, journalists and regulators. For example I write on my experience of dealing with product providers and with a review of regulation. Hot potato issues are tackled head on and a touch of humour thrown in.
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