Second Opinion Service

Whether you currently have a financial adviser, look after your finances yourself or just feel you need some advice, it could be a good time to let our experienced team provide you with some peace of mind. We can see if we can make your money and your finances work better for you.

We use our extensive knowledge and experience to determine whether your current financial arrangements are working towards your goals in the way you want or thought they were.

Our Second Opinion Service offers a complimentary meeting, to establish your current financial situation and whether it is on course for you to achieve what you want from your finances.

We will feedback our findings and views to let you know whether we feel your current financial plan is in the best shape and likely to meet your goals. Adding anything different that we would recommend you do.

There is no obligation for you to do anything. However, if we provide any recommendations which you would like us to take forward, then we of course would be delighted to do so.

This is an exclusive service that we offer for you to get a second opinion on your finances with no obligation – if you would like to take advantage our new service, then please get in touch.