The Proprietor, Mr Paul McGonigle, has worked since 1982 in the Financial Services industry. We deal with individual and corporate clients, advising on all aspects of taxation and financial planning. We specialise in retirement planning, helping you maximise your savings and investments and plan for the future.
We offer truly independent advice and are proud of the services we provide clients. The cost of advice can be based on a fee or commission basis, however initial consultations will be free of charge. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
We offer truly independent advice and are proud of the services we provide clients. The cost of advice can be based on a fee or commission basis, however initial consultations will be free of charge. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
Services
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 an initial meeting to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side. During our initial meeting we will listen to your needs and look at your situation. By gathering information from you we are able to adapt our advice process based on your financial plans for the future.
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.
Our investment strategy is based on understanding your needs and providing flexible investment options to help you to meet your financial goals. Investing can offer you a good opportunity of growing your money over the longer term. A long-term approach to investing is generally accepted as being likely to provide the most benefit.
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