Financial Advisers (Independent) in Stockton-on-Tees
11 North End
Sedgefield
Sedgefield
Stockton-on-Tees
Cleveland
TS21 2AZ
Alan Halliday or Geoff Coulson: 01740 6... 01740 629640
Fax: 01740 6...
We are regulated and bound by our Industry Regulator. We specialise in providing advice that is most suitable to your specific requirements, your attitude to risk and your personal objectives.
How We Work:
Our service and process consists of 4 stages:
1. Initial Consultation. To explain our service and to establish how we can be of assistance.
2. Financial Analysis and Recommendation. We will carry out an extensive assessment of your personal financial position to establish your needs. Then furnish you with a full report.
3. Policy/Investment arrangement & implementation. We will process all products agreed and keep you informed.
4. On-going Management Service. We believe that it is essential to ensure that your financial plans and your investments continue to meet your lifestyle and objectives. Our service includes structured reviews and regular updates.
Not all Financial Advisors are truly independent – We are, and that means that we work entirely for the benefit of our clients.
This means we can recommend products across the whole market to provide you with the best advice and solutions for all your financial needs. We work on a fee basis
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