Welcome to our website.
We are hoping to provide you with
information on the website that will be interesting, informative and
hopefully motivate you to ask us about the one product that we offer -
financial advice !
If you live or work within 50 miles of our
offices, we offer you the opportunity of a FREE no obligation meeting to
discuss your financial issues. This gives you an opportunity to see
whether we can work together, and for me to explain how we think and
work, and determine how we can make or save you money in the future.
For further information, or to arrange a meeting, please call Jonathan
Plant on 01562 886768 or click the contact button and email us details
of your enquiry.
For a bit more detail on how we work, I have
attached some documents to the site for more detailed information. The
Product Advice Service shows how we deal with your initial enquiry. You
then have a choice of dealing with us on different levels of service -
Financial Shopper (Pay as you Go), Financial Coach (Annual review, and
research at half the bronze rate), and Financial Guru which implies a
review meeting every six months, and all research included. We always
remember that you have a choice.
Listed in Financial Advisor Finder