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Welcome
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Welcome....
Welcome to our website.
We are hoping to provide you with information on the website that will be interesting, informative and hopefully motivate you to ask us about the one product that we offer - financial advice !
If you live or work within 50 miles of our offices, we offer you the opportunity of a FREE no obligation meeting to discuss your financial issues. This gives you an opportunity to see whether we can work together, and for me to explain how we think and work, and determine how we can make or save you money in the future.
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For further information, or to arrange a meeting, please call Jonathan Plant on 01562 886768 or click the contact button and email us details of your enquiry.
For a bit more detail on how we work, I have attached some documents to the site for more detailed information. The Product Advice Service shows how we deal with your initial enquiry. You then have a choice of dealing with us on different levels of service - Bronze (Pay as you Go), Silver (Annual review, and research at half the bronze rate), and Gold which implies a review meeting every six months, and all research included. We always remember that you have a choice.
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Authorised and Regulated by the Financial Services Authority.
Registered in England and Wales No. 6465071. Registered Office: 2 Hagley Close, Hagley, Stourbridge, West Midlands, DY9 9LP Telephone: (01562) 886768 Fax: (0784) 284 0278
FSA Firm Number: 479175 |
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The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.
To visit the FSA consumer website - Money Made Clear - please click
here
To verify our status with the FSA, click here and key in our FSA number: 479175
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