How does he handle your affairs?

Once he has a complete picture he will propose a course of action to help achieve your goals always in consultation with you.

He will search for the appropriate tools to do what you need. He works on a fee only basis - that is you pay him for his time. He can find you the most suitable without fear or favour and you are sure of honest, impartial advice. Some insurance products do pay commission. In this event any commission received will be offset against fees. The solutions proposed take full account or your attitude to financial risk and how much you are prepared to take.

As he builds his detailed knowledge of you over time, he is able to fine tune your affairs on a continuous basis to get the most suitable for you. With that knowledge he is able to advise you properly any time that your circumstances change.

This detailed knowledge of client’s affairs enables him to see if changes in the markets will affect you for good or bad and to plan a proactive strategy for a rapid response to keep your affairs moving forward on track. The same attention to detail is paid if there are any Financial Conduct Authority rule changes.

Using this service you know that you will receive personal attention to detail to get the most suitable for you.