About the Business
Our financial planners have a wealth of experience and their knowledge is based on an understanding of the complex issues intrinsic in the financial planning requirements of our clients, e.g.
Our range of services is designed to cater for all client needs, you can therefore decide on which type of client relationship is best for you. We will also determine what your objectives and priorities are in relation to all aspects of your financial planning e.g., personal risk management (life/health/income protection), wealth creation, retirement planning etc. If, after the first meeting you wish to engage our services, you will receive a comprehensive report covering all areas discussed and detailing where further specialist advice may be required. This report will be prepared for a fixed fee as per our fee schedule is available on request. Having received the initial report, we will then discuss with you how you wish to proceed with any recommendations it contains.
Location & Hours
5 Rubislaw Terrace
