WHAT WE DO
Jonathan (John) Magee, David Wollacott, Ashley Ward and Paul Turner are Independent Financial Advisers working alongside Sue Ellis, Sophia Foster and Hannah Simcox who are Independent Mortgage Advisers. We have offices located in Winchcombe, Draycott, Stourbridge, along with one in Kenilworth and are therefore perfectly located to serve Gloucestershire, Worcestershire and Warwickshire. Between us we collectively now have well in excess of 100 years experience in Financial Services.
HOW WE WORK
Before moving things forward, it is always worthwhile to ensure that we are definitely in a position to advise you. We advise clients who are based in the United Kingdom. If you don’t live in the United Kingdom, or are currently staying here but normally live abroad, there may be restrictions on how we can advise you and therefore an initial conversation will help to determine what we can and can’t do for you.
The first thing we will do before making any recommendations, is to carry out an assessment of your current circumstances and future needs, this is known as "fact-finding". These are then taken into consideration with any current arrangements that you have in place. Only then can we make sure we put forward solutions that will be appropriate for you. Circumstances and needs change on a regular basis and we ensure that we review your overall situation on a regular basis to ensure that everything remains appropriate in order for you to continue on the right track to achieving your goals.
For our investment and pension clients we offer a bespoke “Value Service Proposition” to ensure that you know exactly what you can expect from us at all times. An example copy of this is available in the Document Library section of this website.
The first meeting that we have with any new client is always carried out at our own expense and there is never any obligation for you to deal with us further, giving you total peace of mind.
Our services include:
Investments and Savings
Pensions and Retirement Planning
Inheritance Tax Planning
As Independent Financial Advisers we are able to give you unbiased and relevant financial advice whatever your circumstances from the whole of the Financial Services marketplace.