Finding The Right Firm

It’s important you work with an individual and a firm that understands your needs. You need to feel comfortable in talking openly and honestly with a view to building a long lasting relationship with that advisor and firm.

We believe the cornerstones to this are:

  • Understanding your needs
  • Transparency in service
  • Transparency in cost
  • Delivering excellence in the initial and ongoing advice

Retirement planning is constantly changing with new legislation and new products. Working with a firm that can offer advice from the “whole of market” and is a qualified specialist in the field of retirement planning will help make a complex situation and decision simple.

We are always up front and realistic with any prospective client. If we feel we cannot help all deliver upon your objectives, we will let you know.

There are a number of ways to find an advisor that should protect you from unregulated or scammers.

Any financial advisor should provide details about them and the firm they are associated to. Any research or due diligence will always help.

Any reputable financial advisor will not try to sell or pressure you into anything.