Liberty Life Liberty Group Holdings Northcom Unclaimed

Clients usually find that a holistic financial review from a qualified Independent Financial Adviser helps them to firstly establish a true picture of their current financial position. Secondly it helps you to focus on what you really want to achieve, and what is actually realistic or likely allowing clients to see how they can achieve their aims.It is important to review the plan at least annually so that adjustments can be made to keep on track. I try to encourage all clients at least initially to have a full financial review rather than just engaging my services for a single issue such as life assurance or arranging a pension plan.My aim is to be a trusted advisor to my clients there to support and advise throughout their lives. We offer advice and provide solutions for problems that haven’t happened yet.