From your initial consultation there will always be a team of people available to offer advice whenever you may need it. We are committed to our members which is why our advice spreads over three meetings.
The consultation, where we will seek to gain as much insight
as possible into your needs, followed by the presentation stage where we will
offer our advice leading to the contract meeting where together we can put our
plans into place for your future. We hold 3 meetings, to enable you to make a
more informed decision. Furthermore you are at liberty to bring along anybody
you choose. As the old saying goes, two heads are better than one, and if you
feel somewhat more relaxed having a family member or another professional with
you, then so would we.
We will look at your needs and recommend the best funds available to give you peace of mind that your money will be growing. We can look at every aspect of your finances and can offer you services of Wealth Management and Tax Advice. We aim to build a strong and sustainable relationship with our members and look at your specific requirements within these areas to ensure that you have the best plans in place to make more of your hard earned money.
Unlike many financial advisers we offer all of our members three review meetings a year so that we can keep on top of your finances. Alongside that, we also include monthly valuations which means that all of our members have an up to date view their finances. Being totally independent here at Thornton & Baines means that if you are not happy with any options that we first present to you, we are able to fine tune them at any time
