Compass Financial, working with Quilter Wealth Limited, have conducted extensive due diligence and research across a wide range of Investment providers, financial products and investment companies to comprise a comprehensive client tailored investment and financial proposition.
We call this proposition our 'Restricted Advice’ process which enables our clients to invest with award winning Investment companies in a flexible way knowing they are doing this in a highly cost effective and investment efficient way.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Inheritance Tax Planning is not regulated by the Financial Conduct Authority.
We are confident the Restricted Advice process will offer a suitable, robust and cost effective solution for the vast majority of our clients. However, on occasions a client’s circumstances may require a more bespoke solution which we can offer via the broader market if we are unable to meet any specific need.
" Adam has a very commendable structured approach which is delivered in an informal, confident, open and honest manner. His retention of an individual's personal circumstances, which extends to their nuclear family, is a unique quality and enables him to be very proactive in tailoring the offer to his clients, especially during periods of change. "