Our Approach

As Independent Financial Adviser we are able to advise on financial products from the whole of market. We use advanced computer software to research, compare and select the most suitable providers and products currently available. We are thus able to make arrangements to maximise the benefits to our clients.

You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you'll need to set aside some time to talk to us, there is no charge for the initial consultation. There is no obligation, while we ascertain together whether or not it is worthwhile proceeding further.

Depending on your instructions we will carry out a needs analysis based on your current situation, and taking into account any specific aims and objectives or plans you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.

You will receive professional advice about your existing financial arrangements and whether or not a review would be beneficial.

You'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course, it will all be sensibly balanced in relation to your current income and your prospects.

In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our recommendations will be fully explained in a clear and concise manner to ensure our clients understand how the recommendations meet the agreed needs and objectives.

I have known Gerry for a number of years and in that time have been consistently impressed with both his detailed knowledge of financial products and the genuine interest he takes in getting to know his clients and their individual needs. I have introduced to Gerry a number of contacts requiring financial advice, including a close family member of mine, and have had very positive feedback in all cases. I would have no hesitation in suggesting a meeting with Gerry to anyone looking for high quality investment advice from a thoroughly knowledgeable and professional advisor.

Ed Meardon FCA ATII
Director, R T Marke & Co Ltd

All original testimonials are held on file and are available for inspection if required.