Partnership Approach

We tailor recommendations to suit your individual requirements.

Tel: 0141 954 3751

A “one-stop” solution for all your financial needs.

Partnership Approach

Before you buy any financial product we make sure;
You understand, want and can afford it.

Initial Meeting

An initial meeting with an experienced adviser, will capture a “Financial Picture” of your current financial position.

We consider an overall strategy for your financial needs and objectives, taking into account your short, medium and long terms plans.

High Level / Touch

You want to fully “engage” with us for all your financial/lifestyle needs.

Low Level / Touch

You require us to monitor your financial planning in a non intensive way. To optimise value for money from the services we provide.

Pay as You Go

You want us to provide advice for a specific current or anticipated future need.

Income and Family Protection

Income, Business, Savings and Family Protection

“Do you have a safety net?”

Recent research has shown that on average, people in Britain only have enough savings to survive for 19 days should they lose their income due to death, critical illness or long term sickness!!!


With the cost of living increasing year on year, it has never been more important to ensure that whatever life throws at you, you can protect what’s important!!!

What’s most important about our approach to Protection is that it’s tailor made specifically for you and ensures that we can focus on what’s most important in your life.

 


A huge part of our energy is involved in planning for the future: 

  • Our education
  • Careers
  • Businesses
  • Cars
  • Homes
  • Holidays
  • Having a family
  • Planning for Retirement
  • Inheritance Tax

But whatever plans you put in place can be washed away quickly if you have to rely on your savings when income stops.


With our focus on getting to know you, your hopes and plans, we are experts in ensuring that whatever plans you make can withstand the uncertainties like illness and the certainties like death and taxes!!

Contact us for a proper review of your finances to get the full financial picture before you put your protection in place.  Look at our CORE SERVICE to see how we go about this.