Financial Services in Northwich

We are totally committed to providing quality advice. This means that as a predominantly fee based company the products we recommend are not biased by what commission we can receive. We want to ensure that any plan that you take out is correct for your needs, irrespective of whether or not they pay commission. We help both companies and high net worth individuals to plan for the future. With employee benefit consultants charging the earth for what is often a poor service it is important to take stock of both costs and service. We believe we can save the company pension considerable costs by "bundling up" the pension scheme. Using a third party administrator effectively adds an extra tier of costs that we feel can be avoided. By using our services we will place you with the most appropriate life company, which will replace the role of the third party consultant and due to the fact that they hope to manage some of the funds then they will subsidise the cost of administration. The result is that you should save up to 80% of your current costs. We are happy to offer a no win no fee service to establish if such savings are open to you.

We are firmly committed to fee based holistic advice. This means that we want to work with you on an ongoing basis to ensure that you achieve your goals and protect what you have. As we deal with higher incomes or net worth individuals we have to be technically good, as these are the most demanding of customers. Therefore your adviser will have passed the following four examinations in: * Corporate Financial Planning - for dealing with companies and directors. * Personal Investment Planning - Helping individuals understand their options. * Taxation and Trusts - Helping to avoid paying tax with the use of trusts. * Pensions - More technical help on the more difficult areas concerning pensions. We believe that paying for advice is the correct way to do business. We also feel that using commission to pay for advice is often very sensible so we take a flexible approach which suits the clients' situation.

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