Our ServiceThere are three major facets to the service we provide.The first is arguably the most important and valued to our clients. This is the facility of a one-to-one meeting, whereby we can discuss their personal and financial circumstances in private, and provide financial advice to them. This service is provided, not only to individual, but to corporate clients. This is very much an ongoing service, as situations and personal circumstances change; hence we can monitor the advice provided and update this as necessary. Before providing advice we analyse your situation and consider all possible solutions. If we are recommending a certain product, we analyse all available within the market place, before putting forward a written recommendation. Advice is provided across a wide spectrum of areas. These include basic protection, ie. Life Assurance, Savings, Pension Planning and Investment. You will be able to clearly see the on-line services that we provide via this website. An overview of these is provided on our home page, hence I will not elaborate further here. We have a number of corporate clients, and we provide advice and information to their employees. We conduct general financial planning seminars for these individuals. Although we are unable to provide specific advice during these seminars, we impart a lot of general information. Areas covered include taxation (income, capital gains and inheritance tax), the importance of having a financial plan, including Wills, and information in respect of the various investments that can be made. We also include topical issues that are around at the time we conduct the seminar. These currently include recent changes to inheritance tax and capital gains tax. We also attempt to make the seminar as relevant as possible for the individuals attending by including a section on their Employee Benefit Package. As well as general financial planning seminars, we conduct more detailed seminars for individuals who have a particular interest. This may be the fact that they are retiring or being made redundant in the near future. Equally, there may be the introduction or reconstruction of a Pension Scheme. If you wish to use our services or are considering doing so, we have set out the various contact points for you below. Financial Advice Andy Little, Dip PFS (Partner) Iain Rankin, ACII APFS, Chartered Financial Planner, (Partner) Mike Cresswell, APFS, (Partner) Partners' Technical Assistants:
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