136 Kingsway
Woking
Surrey
GU21 6NR

Tel: 0800 169 6613
Fax: 01483 767 590

GAIN PEACE OF MIND......

......... WITH TAILOR-MADE FINANCIAL SOLUTIONS FOR YOUR FAMILY, HOME AND LIFESTYLE AND YOUR BUSINESS TOO.


HOW BESPOKE WILL WORK WITH YOU........

You'll get help to assess where you stand today

You'll get help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you'll need to set aside some time to talk to us - the first one-hour consultation is free. There's no charge, and no obligation, while we find out together if it's worth going ahead.

You need to be prepared to talk openly to us, and provide accurate and detailed information as it's needed. We will help by asking gentle questions about you, your family, and your finances. Once we know and understand these facts, we can work out where you are today, and where you want to be.

Impartial advice on what you need to do

You will receive professional advice about where your financial arrangements are already good, and where they're inadequate (or not covered at all).

You'll also have our help to decide HOW MUCH provision you need to make. As well as the ORDER OF PRIORITY in dealing with your finances. And of course it will all be SENSIBLY BALANCED in relation to your current income and your prospects.

Practical help with getting it done

You will have full access to our detailed knowledge of the whole market for financial services. So you'll know you've arrived at THE RIGHT SOLUTION for YOUR NEEDS, tailor-made just for your situation.

All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything.

You'll know the cost BEFORE you sign up

You'll never be landed with unexpected bills - everything will be costed, for now and the future.

This includes the cost of our advice, which we are entirely open about. After the initial free consultation, we will agree with you whether you pay us a fee, or we are paid out of the cost of any financial product you buy. We will always tell you about any commission we earn, and it will be taken into account in working out our fee.

WHY YOU SHOULD USE AN IFA

INDEPENDENT - an IFA is not tied to any provider of financial products, and gives you access to the whole market. The IFA is legally (as well as morally) bound TO ACT AS AGENT FOR YOU, the client, not as agent for the product provider.

FINANCIAL - an IFA advises on choosing WHAT'S RIGHT FOR YOU, from over 30,000 financial products available. IFA's undergo thorough training and rigorous examination before they're allowed to sell anything at all.

ADVISER - an IFA is bound by law to provide advice most suited to your parsonal needs, and provide WRITTEN REASONS why.