Not everyone wants to move their financial advice service. We understand and respect that decision.
But at the same time, it’s not unusual for people to want a second opinion about their financial plan, and the solutions they’ve implemented - in fact, studies have shown that 80% of high-net-worth individuals would welcome a second opinion on their finances.
So, if you’re content with your current financial adviser, but you want a second opinion on the plans and solutions they’ve put in place for you, or you're unhappy with your existing adviser and need to change tact, we’ll be happy give you a complimentary Second-Opinion Consultation.
What to expect
You can come into our office in Bristol to meet with one of our Certified Financial Planners. They will discuss with you your current financial situation, and your goals and objectives for your future. We’ll then go away and look at your current investment solution, and calculate whether it’s likely to deliver on your objectives. If its not, we’ll propose alternative solutions, which you are welcome to explore, both with us and with other providers. You will receive a total client profile and a personalised analysis of your current situation—a service normally worth in excess of £3,000. We’ll do this for you, for free, as part of our Second-Opinion Consultation.