• HOW WE WORK

Long Term Financial Advice

Whether you are single, a couple, family or a business owner, you might prefer to have the support of regular financial advice.

Long term financial support can be particularly useful when your circumstances change, such as family circumstances, house moves, and changes to savings and investments needs.

As a business owner or employee, you might have set objectives in mind, such as retirement plans or providing for your family. Our holistic advice can help you minimise the effects of any changes, and maximise the chances of you achieving your objectives.

Regular reviews help keep your finances on track, giving you or your family increased peace of mind. Furthermore, in the event of an urgent query, all our clients know that we are only ever a phone call away.

As your circumstances change, you can count on Always Independent to be there for you with regular advice, reviews and support.

Clients can choose from three levels of service, and can change their service level at any time:-

  • Premier Plus - usually for investments and pension funds of £200,000 or more
  • Premier - usually for investments and pension funds totalling £100,000 to £200,000
  • Everyday - usually for investments and pension funds totalling £20,000 to £100,000

If you have a question regarding your general financial plans, or a specific issue, please do not hesitate to contact us. We would be happy to answer your questions at a free initial meeting. 

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Always Independent Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority No. 528062
Registered in England and Wales number 6441865 © Always Independent Financial Solutions Ltd
 
 
Our alternative dispute resolution provider is the Financial Ombudsman Service. Their website is financial-ombudsman.org.uk and you can find out more information via this link.