Our Transactional Advice Service offers speedy, specific and limited advice, allowing you accelerated access to multi managed investment solutions.
Some clients do not need in depth financial planning or need their finances professionally managed but rather targeted financial advice for a single, defined requirement to be addressed.
Our Financial Adviser will conduct full Fact Finding and Risk Profiling and produce a detailed client report and recommendation. This can be done at your convenience either remotely or in person at a location of your choosing.
Our Financial Adviser will manage all administration and communication with product providers and fund managers.
Completed transaction documents will be inspected and forwarded to you.
There will be no regular meetings, but we will be available to you by phone whenever you need us.
We pride ourselves on customer satisfaction so will always be happy to help you again the future if your financial affairs need more attention.
