Experienced Financial Advisers

A comprehensive professional financial service tailored to you

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Restricted Advice Plus from
Compass Financial

Restricted Advice Plus Option

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.

  • Financial goal setting
  • Retirement planning individual and corporate
  • Investments and wealth management including ISAs
  • Savings short, medium and long term
  • Inheritance Tax planning
  • Helping you to better manage your finances
  • Protection insurance for all unforeseen personal and professional circumstances

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.

Talk to us

For an initial NO COST discussion to see how best we can work together, call us:

Compass Financial

01824 33 00 10

Aqua Financial

0161 491 6066

" 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. "

Susan Beetlestone

Personal Client