Are you one of those people who have unopened envelopes, statements piled high, and accounts you don’t know where to start with? Well, you’re not alone. If you dream of having all your financial affairs in one place, in an up to date in portfolio detailing all your savings, investments, pensions, life cover information etc then why not speak to us?
We offer a no obligation ‘tidy-up’ service, where we’ll write on your behalf to the companies that you hold accounts with, we’ll obtain current valuations and holdings information and then we’ll put everything together in your own personalised portfolio giving you a clear view of exactly what you hold and at what value.
This service can help with Estate Planning, if you’re looking at writing a Will or just if you feel you need to get your finances on track and don’t know where to start.
There is a small fee for this service, feel free to ask us about this however, should we be able to assist you with any paid advice within the first 12 months after you have used this service we will refund you the fee.
Simply complete the contact form below and we will be in touch as soon as possible.
Please note that we do not offer financial advice over the telephone