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We offer expert advice in a holistic manner, covering amongst other things, the
following key decision areas. Personal & Corporate advice
- Retirement planning – This would incorporate individual, Group
and Executive Pension Plans, Stakeholder Pension, Employee Benefit Schemes
and Annuity advisory service.
- Mortgage arrangement service and Financial re-engineering*
– incorporating first and second time buyers, remortgage, debt consolidation
and commercial financing.
*Think carefully before securing
other debts against your home. Your home may be repossessed if you do
not keep up payments on your mortgage.
- Life assurance and protection planning – including all forms of
family protection, income and disability protection, estate planning and
business protection.
-
Mortgage Conveyancing – offered through a nationwide network
of solicitors at specially negotiated rates.
-
Will writing – offered via vetted third
party agencies at specially negotiated rates.
- Investment planning – including regular and single premium
products.
- School fees planning.
- Overseas & Holiday Investment Property Purchase - at various
exotic locations offered via specialist property developers at specially
negotiated terms.
- Key event advisory service - on issues such as redundancy &
retirement.
Our objective is to deliver a high quality face to face financial planning
service to each of our corporate and individual clients.
To you fulfil that vision, using our experience and technical skills we work
very closely with you as our clients and we strive to:
- Understand your needs by carefully listening to and assessing your current
and future objectives by going through with you a diligent process of two-way
review discussion;
- Bring clarity to your goals by carefully analysing your circumstances and
needs;
- Identify, evaluate and prioritise your specific needs and objectives.
- Create a clear plan of action which enables you to take better control of
your financial affairs and reach your objectives.
- Research the entire market place to provide the most suitable product
solutions available whilst equally delivering value for money and to you
make and save money.
- Review future progress against the planned strategies and adjust to change as
required. We do this by establishing with you an enduring lasting relationship
built upon outstanding personal service and trust.
We operate in an increasingly complex world. Changes in legislation and
regulatory environments are matched by equally far reaching social and
technological change. In such a fast moving environment Correct Independent
Financial Advice can act as your
trusted financial planning partner and help you to interpret what may affect you
and what won’t and how to take advantage of opportunities that are available.
Why use an Independent Financial Adviser?
Independent Financial Advisers (IFAs) are able to offer whole of market solutions by evaluating
products and product providers available in the entire marketplace - making
sure you get the superior value for money for your individual and corporate
needs.
Our activities are governed by rules laid down by the Financial Services
Authority; the government appointed watchdog for the UK financial services
industry and their rules oblige us to provide advice most suited to your
personal requirements and your risk tolerance. When financial products are
recommended we take into account, amongst other things, the benefits
provided, terms offered, charges, flexibility, service and financial
strength.
From a regulatory point of view, we are able to demonstrate that we have
given suitable advice to you. This means that we have to gain a full
understanding of your circumstances and requirements before helping to
choose any financial product solutions. This also means that you are offered
protection in the unlikely event that something goes wrong as a result of
the advice that you are given or a financial product that we arrange for
you. It is worth highlighting the fact that we champion the Association of
Independent Financial Advisers’ message to the general public that “No
advice means, no protection.
Want to know more? Please look at the comprehensive explanation of the range
of products and services that we advise on.
Legal disclaimer
These pages provide generic information about
various aspects of financial services advice that we provide as well as possible
areas of clients’ financial planning needs. We hope they are helpful to you but
they do not, on their own, add up to proper investment advice and we cannot take
responsibility for anything you do in reliance on them without further
discussion with us. Please do not make a decision based upon the information
contained within these pages alone. They are not detailed or comprehensive
enough to enable you to make an informed decision which is tailored to your
circumstances and needs. Please contact us now for tailored advice. |
