Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That’s where we can help.
We ask the questions, look into your future, give straight-talking advice and find the right financial solution by:
· identifying your short, medium and long-term goals;
· clarifying precisely what you want from life;
· mapping out your route to get there;
· making easy to understand product recommendations;
· adjusting your plan during significant life changes.
Colin Davies has been an independent financial adviser since 1988 and has amassed a wealth of experience advising clients from all walks of life. Colin has qualified for the Diploma of the Personal Finance Society which is available to those who have passed the Chartered Insurance Institute Advanced Financial Planning Certificate (or equivalent).
Being independent we will look after your personal interests. With access to the entire financial market, we can search thousands of options to find the most suitable products and services for you.
If you are thinking about creating and putting your financial plan into action, we may consider things you’ve not. Why not talk it through with us today?