As a firm Independent Financial Advisers we are free to advise on financial products available from all product providers available to Isle of Man residents. We use computer software to research, compare and select the most suitable products available and we are thus able to make arrangements to maximize the benefits to our clients.
You’ll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you’ll need to set aside some time to talk to us – the first one-hour consultation is free. There’s no charge and no obligation while we find out together if we are able to help you.
Depending on your instructions we will carry out a needs analysis based on your current situation, taking into account any specific plans and/or targets that you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, which can be followed up with a regular review service.
You will receive professional advice about where your financial arrangements are already good, and where they are inadequate, or not covered at all.
You’ll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. This will all be sensibly balanced in relation to your current income and your prospects.
All of our proposals will be fully explained and costed so that you’ll know exactly what and why before you agree to anything.