Second opinion service

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Sometimes it can be difficult to see the wood for the trees when it comes to financial planning, which is why we launched our "second opinion" service.

Our advisers will work with you to give you another opinion or perspective on your financial planning and decision making process.

We will help you to see your financial position in the whole, so that you can make informed decisions with confidence.

As part of our second opinion service, we will review the following aspects of your financial planning situation:

  • Mortgages and protection
  • Savings and investment(s)
  • Retirement options and planning
  • Estate planning
  • Wills and trusts
  • Corporate advice (auto-enrolment and protection)