Looking for Financial Advice?
When it comes to financial matters, one question which is frequently asked is where I can go to obtain reliable financial advice? With the current financial marketplace being so complex, it is not difficult to understand that conflicting advice can be given. Financial advice is a complex matter and we as a firm do not feel that we have sufficient specialist knowledge in this area and therefore we have taken the decision not to register ourselves as Financial Advisors under the terms of the Financial Services Act.
We have however considered carefully this matter and feel that there would be considerable benefit to our clients in us working with an Independent Financial Advisor who will have access to our clients files and therefore can give advice which is applicable to your own personal circumstances. The Advisor we have chosen is Barry Clohessy who we have known for many years. Barry is based in Kenilworth and is able to offer advice in the following areas:-
- Security for you and your family
- Arranging the correct mortgage
- How to plan for retirement
- Prepare for the future - long term care advice
- Planning savings and investment choices
Barry is able to see clients either in our offices or in the convenience of your own home where appropriate. He can work either on the basis of fees or commission but at all times, his fees earned will be disclosed to you.
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