Situated right in the centre of St. Columb Major our office is open Monday to Friday 9am to 5pm, is modern and easily accessible.
Our small team of friendly, professional staff have many years experience providing advice and support to our clients.
We offer free initial, no obligation appointments at our office all day during the week and will undertake evening home appointments if required.
Know your client. We will hold an initial meeting at our expense and without obligation. From this we will determine your objectives and document your existing financial arrangements.
Research and analysis. Using our experience and research tools we will carry out a review of your existing financial arrangements and provide a recommendation that fully meets your chosen objectives.
Recommendation Report. We will provide you with a fully comprehensive report detailing our recommendations.
Implementation. With your approval we will put in place any recommendations you choose to accept.
Regular reviews. We will mutually agree a regular review of your financial circumstances to ensure that they continue to meet your expectations and objectives.
We believe that Independent Financial Advice should be available to everyone and we are always willing to listen.