Compass Financial, in association with Intrinsic Financial Planning 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 investments and pensions can fall as well as rise. You may get back less than you invested and your home may be repossessed if you do not keep up repayments on your mortgage.
" 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. "