The best solutions and plans are the ones you feel comfortable with and understand.
Many clients come to us with different plans and policies and sometimes they just need to understand what they are and bring the planning together in a way they can understand.
We work towards integrating any new plans to work along side any existing arrangements. This may also involve working with any other advisers (solicitor, accountants) to make sure we are all working towards your financial goal.
Once you have decided how you wish to proceed, we then implement the plan and process the paperwork! We process the transaction and deal any providers, answering any queries, to make your life a little easier.
We will help you to complete any forms and paperwork, as we know not everyone loves completing forms! We will supply you with a full report for the transaction and fully check the completed paperwork and any policy documents.
For some investments we can offer you online access to your portfolio. We are continuing to develop our online service and will have further news later in the year.