BV-IFA

Our service includes a free no obligation initial meeting to assess your needs. We then review your situation, research potential solutions and make recommendations. Normally we will present our report at a second meeting. This allows us to explain our recommendations in greater depth and answer any queries that you may have. If you accept our recommendations we will arrange for any products and services required. We will liaise with the providers until the business is completed to our mutual satisfaction. We aim to form a long-term relationship with you and provide an ongoing service. This means we will meet periodically (eg. once a year) to ensure that your financial affairs continue to meet your expectations... Let us help you get your finances in good shape so you can say YES to questions like these. Please browse our website for ideas on how we can help you keep fit and wealthy.

Primary location: Newmarket United Kingdom