Something special with a little
va va vooom!
By special, let me welcome to you a service we believe to be unrivalled on the Fylde coast.
It is our aim to bring customer service back to where it was several years ago, a time before call centres and menu dialling systems.
Dealing with the banks and the other major financial institutions is in the main, hopeless. They gave up dealing with general public on a one to one basis more than 20 years ago. Many IFA practices because of the complicated compliance issues surrounding financial services are now part of faceless national organisations called networks.
We think there is a better way. We deliver responsible, one to one, consistent, clear, jargon free advice. We involve our clients all the way through the advice process so they fully understand the risks and the rewards and how their pensions and investments can help them in achieving their dreams.
More than this, we want our clients to understand the investments processes and be regularly involved in the management of their own portfolios.
We actively encourage the participation of clients in the decision making process and to this end we have an investment strategy unlike that of any other IFA on the Fylde coast.
‘Don’t be too busy earning a living to make any money’