Based in Greenock we serve clients throughout the West of Scotland & beyond. We are happy for clients to visit our office in Greenock or can arrange home visits in the local area. As Independent Financial Advisers we specialise pension planning, retirement options and investment advice.
For an adviser to find the best providers and products in the marketplace you first of all have to possess the knowledge, experience and research facilities to assess all the issues which affect the recommendation that is made.We look after our clients on a daily basis and understand the financial marketplace in relation to what is important to our customers.
For an adviser to find the best providers and products in the marketplace you first of all have to possess the knowledge, experience and research facilities to assess all the issues which affect the recommendation that is made.We look after our clients on a daily basis and understand the financial marketplace in relation to what is important to our customers.
Services
The backbone of every good company is the service it offers. Whether its saving for the future, protecting your family or choosing the right retirement strategy we can help. We can offer the right advice to compliment the plans and benefits you already have. Our technical expertise and background staff will support you throughout the advice process.
Before drawing your pension benefits from an existing pension scheme, it pays to seek independent financial advice. As an adviser, we compare what's on the market and find you the right drawdown or annuity product for your needs and circumstances. We complete all the paperwork and liaise with your current pension provider to make the transition as smooth as possible.
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