Remote Advice
Time is money, and we have found that nowadays clients appreciate an adviser who can deal with them via the telephone and email.
This suits us down to the ground. If you prefer, we can conduct a fact find over the telephone and issue any necessary paperwork to you by post.
We usually visit local clients to do the initial fact finding. However, if you live further afield and would still like to meet an adviser, this can also be arranged. Please call to discuss your circumstances and don't be put off by distance. Although we are based in Macclesfield, Cheshire, an adviser can travel to visit you if we feel it would be mutually beneficial.
Retirement advice is our speciality - this is an extremely complex area
and you only get one chance to make your pension choices. It makes sense
to select an adviser on the basis of their experience and qualifications
rather than just choosing the closest.
