We have a dedicated team of Independent Financial Advisers with a wide range of specialities. We are confident that whatever your requirements, we can offer you tailored advice. Based in Henley-on-Thames, Marlow, Maidenhead, Slough, Reading, London and Windsor, our advisers will also travel to visit clients if desired.
Do you have a vulnerable child you'd like to provide for, parents that need care or want to provide for your long-term care? I've just had my first meeting with my new IFA, Helen Fraser. Just wanted to let you know how impressed I am with her, both as a Financial Adviser and as a person!
Do you have a vulnerable child you'd like to provide for, parents that need care or want to provide for your long-term care? I've just had my first meeting with my new IFA, Helen Fraser. Just wanted to let you know how impressed I am with her, both as a Financial Adviser and as a person!
Services
As independent advisers, our only obligation is towards you, our client. No investment or insurance provider can contract us to promote their products over somebody else's. All the advice you receive from us is designed to be the best we can provide for your situation. Some other types of advisers, such as the "tied agents" you'll find on the high street like banks and insurance companies, have obligations towards one or more providers.
In addition to advising private individuals, we are experts on financial planning and employee benefits for companies and corporations of all sizes. Solid planning, with multiple eventualities considered, has you covered no matter what happens, and our keen eye on the market will ensure that our advice to you is always up to date and responsive to any major shifts or events.
It's surprising how complicated it can be just to manage your finances. It's usually businesses that are seen as having to deal with long words and red tape, but the rest of us are not spared it either, unfortunately. We can advise you on a great deal of investment and savings opportunities that make sense for how much you're looking to invest, your lifestyle and your personal appetite for risk.
We all have times in our lives where we become vulnerable. This vulnerability can be short-term or long-term. We are committed to meeting the needs of all our vulnerable clients by providing them with additional assistance as needed. It can be tricky for those with physical disabilities or language barriers to access financial services.
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