We were delighted to move to our brand new offices in Olney last June, subject to the standard BT teething problems etc...
Now well settled in our new home, we're keen to let people know about the service that we offer, and how this is so far removed from your standard visit to your traditional IFA or financial adviser. We speak in detail with our clients about what they want to do for themselves, what they'd like to do for their children, where they see themselves going with their careers, when they'd like to slow down and eventually retire and what will need to happen to make these changes happen. We help our clients to visualise what they really want life to look like and then help them to create a clear plan of action as to how they will achieve the lifestyle they desire.
Through using detailed cashflow analysis in a very client friendly way, we can demonstrate to our clients how the decisions they make will impact on their financial security.
If financial products are required, our independent status means that we are able to choose the products best suited to our clients' needs. We are not tied to one product provider or a panel of products when advising our clients - we are completely impartial.
I look forward to posting more blogs in 2010 - Happy New Year!