We offer a personal service and our view of Financial Planning is very simple. It is about ensuring you always have the right money, in the right place, at the right time in your life. My sincere thanks to you and Andy for sorting this out for me and, of course, my mortgage. You have both been fantastic. I will indeed come back to you if I need any further assistance and will happily recommend you to others. Thank you - I'm sure I will continue to be extremely happy in my new flat.
Services
First off, we offer you a no-obligation initial meeting at our expense. This is how we find out your priorities and needs, and make sure that our team can help you achieve what you want. You gain a clear understanding of how we work and are paid. By the end of our meeting both of us should know whether we can work well together.
Brendan started in Financial services in the City of London in 1982. These days he primarily looks after business owners, supporting them with their holistic financial and tax planning. Brendan's view of financial planning is very simple, it's about ensuring clients financial affairs are easy to understand and manage.
We are an award-winning team. We come highly recommended - by our clients and those who work with us - for our personal and comprehensive service. Since 1982, we have been providing Financial Planning for individuals and business owners who value the impartial expertise, dependability and clarity we provide.
In a mortgage market with scores of lenders and a multitude of products, our experienced advisers support you at every step towards a solution that has to be right first time. Our approach involves developing long-term relationships with clients and their families who value a professional but friendly service in what may be the most important financial transaction you will undertake.
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