Tel: 01388 450222
Fax: 01388 458818
You will have your own dedicated qualified financial adviser who will be responsible for guiding you through the complete advice process.
Firstly, you will meet with your adviser who will discuss your requirements and collect the relevant information from you. Research will then be carried out on your behalf to find the most suitable solution for you from the numerous products available.
Your adviser will then fully explain the advice and products recommended to you when you will have the opportunity to ask any further questions you may have.
Your adviser will also be available for ongoing reviews and any other financial advice you may require.