As the North Wests largest IFA we will have an expert in-house to cater for all facets of financial advice for high net worth clients. These are some of the FAQs we often receive, however you may have one more pertinent to your own situation in which case use our contact form below or call us on 0161 819 1311
An initial consultation with our advisers is complimentary. Your adviser will ask you about your circumstances, current financial position and your financial goals, so they can understand the areas in which you may be able to benefit from advice.
As professional advisers we charge fees for our services. Once you have agreed with your adviser the work you would like us to undertake and discussed the costs involved, he or she will require you to sign a Fee Agreement before we carry out any work. Our fees vary according to the complexity of your circumstances and objectives, the scope of the work required, the type and number of products we are implementing (e.g. investments, insurance, mortgages, etc.).
There are 3 steps; firstly an initial consultation then we produce a detailed report and recommendation. Finally there will be implementation of our advice. Importantly though we provide an ongoing service to clients for whom we will regularly review your circumstances as your life and goals change.
Yes, even though we offer advice on all areas of financial planning we can offer advice on a specific area e.g. life assurance. However, as a client, you are always able to access a full financial review of all areas.
As Independent Financial Advisers we are authorised to give advice on all regulated products with all providers. This is usually our first area of advice to review existing plans in terms of cost and suitability.
We are independent financial advisers and as such advise on all companies and their regulated products. Unlike many advisers we offer advice on all areas of financial advice including Life Assurance, Investment, Pension, Mortgage and Employee benefits. Our product mix as a business is spread equally between all these key areas.
An owner managed business where we offer personal financial advice to the Directors and also advise them on implementation of employee benefits for their staff. Providing the owners with advice for all their needs on all financial service products.
As most of our clients are introduced by a professional introducer i.e. accountancy practice or lawyer, we have a wealth of contacts to suit your specific query or need.
Please note the financial Conduct Authority does not regulate tax or legal advice