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 clients circumstances may require a more bespoke solution which we can offer via Compass Financial.
The Restricted Advice Plus process offers a whole of market solution for those clients requiring a more specialised approach.
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. "