Our Roles as your financial advisor are as follows :
- To build and preserve your wealth from inheritance tax liability.
- Avoid overpaying tax and charges more than necessary (avoid tax-making mistakes).
- Making good use of the new tax breaks & tax allowances to enable you to earn more money or retire early.
- Do all the shopping around so you do not have to.
- Selecting the right investment strategy/vehicle that has the right asset allocation/diversification and dilution to ensure that your investment is on track.
- Ensuring that this investment vehicle gets you to your destination.
- Making the right decisions. Without good financial advice, you are putting yourself at risk of selecting the wrong product/investment which will have an adverse effect on addressing your needs and objectives.
- Consolidating all of your funds/investments in line with your risk comfort zone under one umbrella.
- Segment your money into 3 pots with the right amount (cupboard, fridge and freezer)
- Making your objectives into reality.
What you can expect from me?
- Integrity, honesty & openness
- Confidentially
- Excellent customer service
- On-going support
- Long term relationship
What I can expect from you?
- To be open, frank & honest at all times
- To provide with information requested
- To make time for making a blue-chip financial plan
- To provide honest feedback
- To provide referrals