Independently Tailored Advice
At a time when you don’t feel you understand what your financial needs are, we recommend that you speak to an experienced adviser to establish your current situation and for recommendations to be made where appropriate.
An initial consultation with one of our advisers is free of charge and without obligation. This can be carried out face to face or by telephone.
Whether you require advice of a general nature or specialist advice in a particular area, our team of advisers have a wealth of experience in Investments, Pensions, Protection and the placing of Mortgages.
Non-Advisory Service
Sometimes, there may be times that you feel that you do not need advice and would like to find a deal for yourself. That is why we also offer a unique instant quotation service for Mortgages, Income Protection, Whole of Life Insurance, and Annuities. We recommend that you do seek advice if you are unsure on any details related to your query. These services are by no means advisory.
Please contact via Email, William J Ward: Partner; Independent Financial Adviser.
THE FINANCIAL SERVICES AUTHORITY DOES NOT REGULATE TAXATION ADVICE,
TRUST ADVICE AND SOME FORMS OF MORTGAGES.
For mortgage and equity release a fee of up to 1% of the loan may be charged;
this fee will be confirmed in writing
