HOW WE WORK
All our advisors are qualified and customer focused. In addition, we have the support of a national financial services organisation, Personal Touch Financial Services Ltd.
So, if we do not have the expertise in any particular area, then you can be sure we will refer you to a specialist who will be able to help.
Your Needs
We spend time getting to know you, your financial situation, your financial goals and then we agree your priorities and initial needs.
We work with the leading providers of financial products to find the best deal for you. We will advise from application to policy inception helping to reduce the risk and stress for you.
Ongoing Advice
We support you in an ongoing capacity. As your financial situation evolves, we are there to help with ongoing advice and service and can periodically review your options to make sure you have the best possible solution.