All of my clients before I meet them have had little or no contact with their financial adviser. They also are not sure how their hard earned funds are invested and therefore have no knowledge if their portfolio is right for them or actually making them money.I don't do that. You will get a properly designed investment strategy and a simple email every quarter to let you know whats going on. You will get an oportunity to see me at least once a year. My income is built on your contunued confidence in me. You pay for a service not big up front fees.
54 Breeden Drive
Areas Served: sutton coldfield, birmingham, black country, coventry.
Services Offered: Retirement planning, pension and investment advice, how to take your pension.
Members Of: : Pension Planning