How we work
As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable contracts currently available in the whole market. Our many years of collective experience, enables us to implement tried and tested strategies for solving varying client needs.
As Financial Planners we will help to review your existing financial situation and reach a realistic assessment of your likely needs. The first one-hour consultation is free and provides the opportunity to discuss your requirements at length. There's no charge and no obligation, while we find out together if it is appropriate to go ahead.
At the initial meeting your RPA consultant will complete a comprehensive and confidential questionnaire. This will create a detailed picture of your current financial position, your plans for the future and your attitude to risk.
Depending on your instructions we will use this information to carry out a needs analysis, taking into account any specific plans and/or targets you may have. Your consultant will research all of the options and possible solutions avaliable and present his recommendation to you in a clear, comprehensive and easy to read report.
Most financial planners can be viewed as general practitioners, similar to the medical profession whilst other choose to specialise in certain areas of advice. For most clients situations a general financial planner will be competent to cater for their needs. However, there are circumstances where the knowledge and experience of a specialist is required and within RPA we can cater for these demands.