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Independent Financial Advice

Independent Financial Advice

The first stage of our advice process is to listen to you as you tell us what you’d like help with. If we agree that we’re able to help we’ll explain the relevant service levels that we have available to you and the related charges. If you wish to proceed we’ll then carry out in depth fact finding of your current situation, any financial planning already in place and your future objectives. We’ll also carry out a risk profiling analysis to identify the type of assets you’d be most comfortable with for any investments

The next step is for us to carry out full research on existing plans. We’ll assess any current portfolios to check performance, charges and risk profile. We’ll then put together a plan with recommendations to suit your current objectives. Once you’re happy with our advice we’ll make all of the necessary arrangements to put the plan into place.

We’ll agree the ongoing service levels and set up a schedule for annual or bi-annual reviews as required. Of course, our advisers and admin team remain available to you for any ad-hoc quires that you have in between scheduled reviews.

Complete the form below and a Hanson adviser will get in touch to see if they can help achieve your financial goals. Or select one of the options on the left for more about some of our services.

Get In Touch

Please provide your details below and one of our advisers will contact you with the information that you need.