The sad truth is that many advisers have worked on the basis of earning a big commission up front and then the client gets little or no ongoing service. I don't operate that way. Many of my clients pay an ongoing fee for me to monitor, review and update them on their investments, so my income is very stable. Many of our clients have been with us for over a decade and you can probably appreciate that we therefore understand their requirements very well and that a strong, trusting relationship exists. If you care to contact us, we will endeavour to build the same successful relationship with you. Please note that I will require you to be open about your finances and to give me permission to pass information to your accountant and to obtain it from them too, where applicable. It is necessary for us to store and use your data, complying with General Data Protection Regulations (GDPR).
I provide the financial advice and Elizabeth deals with the administration. We work hard and provide an efficient service. I became an IFA in 1999 and my business model is built around providing ongoing advice to my existing clients, building a strong relationship with them.
I provide the financial advice and Elizabeth deals with the administration. We work hard and provide an efficient service. I became an IFA in 1999 and my business model is built around providing ongoing advice to my existing clients, building a strong relationship with them.
