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A free consultation, without obligation There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action. I offer a free consultation, of up to half an hour in length, to consider your personal circumstances. The consultation offer is made without any obligation upon you. If I am unavailable to meet with you in person, or if you would prefer, it is possible to hold a consultation over the telephone. Specialist advice In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice. Assisting my clients to plan for their futures, normally requires consideration of all aspects of their financial well being, including any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that I have built up over my years in the industry. I understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. It is reassuring to know, therefore, that within Whichers IFA Ltd there are 12 advisers available, should you require a particular area of expertise. Listed below are the areas of specialist advice that we provide: Services Estate Planning Ethical Investments Expatriates Services Group Pensions Individual Protection KeyPerson Protection Lump Sum Investments Offshore Investments Pension Choices at Retirement Pension Transfers Portfolio Management Regular Savings Residential Mortgages Unit Trusts and Investment Trusts