Based in Greenock we serve clients throughout the West of Scotland & beyond. We are happy for clients to visit our office in Greenock or can arrange home visits in the local area. As Independent Financial Advisers we specialise pension planning, retirement options and investment advice. For an adviser to find the best providers and products in the marketplace you first of all have to possess the knowledge, experience and research facilities to assess all the issues which affect the recommendation that is made.
We look after our clients on a daily basis and understand the financial marketplace in relation to what is important to our customers. We adhere to strict FCA (Financial Conduct Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile. We have a wealth of experience and support behind us and concentrate on the suitability, risk and strength of new and existing financial providers and products on your behalf.
We look after our clients on a daily basis and understand the financial marketplace in relation to what is important to our customers. We adhere to strict FCA (Financial Conduct Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile. We have a wealth of experience and support behind us and concentrate on the suitability, risk and strength of new and existing financial providers and products on your behalf.
Services
The backbone of every good company is the service it offers.
Whether its saving for the future, protecting your family or choosing the right retirement strategy we can help.
We can offer the right advice to compliment the plans and benefits you already have.
Our technical expertise and background staff will support you throughout the advice process.
Whether you need individual, family or corporate advice our success comes from focusing on long-term relationships, ensuring we understand our clients financial goals.
Whether its saving for the future, protecting your family or choosing the right retirement strategy we can help.
We can offer the right advice to compliment the plans and benefits you already have.
Our technical expertise and background staff will support you throughout the advice process.
Whether you need individual, family or corporate advice our success comes from focusing on long-term relationships, ensuring we understand our clients financial goals.
Before drawing your pension benefits from an existing pension scheme, it pays to seek independent financial advice.
As an adviser, we compare what's on the market and find you the right drawdown or annuity product for your needs and circumstances.
We complete all the paperwork and liaise with your current pension provider to make the transition as smooth as possible.
The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
As an adviser, we compare what's on the market and find you the right drawdown or annuity product for your needs and circumstances.
We complete all the paperwork and liaise with your current pension provider to make the transition as smooth as possible.
The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
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