Finally, should your financial plan indicate that you need financial products to satisfy the needs of your financial plan, (and therefore your real goals and objectives), then, and only then, do we move to the third stage of the process.
This is where we recommend the financial products best suited to your objectives and the needs of your financial plan. This stage involves the use of sophisticated research. This stage will involve rigorous research on our part including a detailed recommendation report.
This third stage is always the final stage of the comprehensive process we use with clients and it only occurs when we know exactly what you are trying to achieve in the first place.
In many ways this process is directly opposite to most financial advisers who are only interested in selling products. We believe that a financial adviser has no right to ‘sell’ you a product unless they have carried out this three stage process,
I aim to keep all of my client’s aware of the most up to date information within the markets and publish a Monday Bulletin highlighting financial and economic issues on a weekly basis. Please click the Market Update link on the left to view this.
I hope that you find the information on this website to be of interest.
Please do not hesitate to email me with any financial queries or concerns you may have.