For many of us life today is just too hectic to find the time to arrange and review our finances efficiently. Taking time out to pop into the local bank to discuss our circumstances with an assistant we may never see again doesn’t appeal either.

Shopping around the internet or replying to mailshots seems straight forward but how can we be sure that our purchase is the right one and will suit our specific needs? It is all too easy to make an expensive mistake.

Financial planning involves solving immediate problems, planning for the longer term and ensuring that financial goals are being met along the way. If this can be accomplished tax efficiently then so much the better.

At Alan Edwards and Associates Ltd. we have built our practice on providing a friendly professional personal service. We have many clients who have dealt with the same advisor for ten years or more. Building long term relationships is an integral part of our service which also makes our job all the more enjoyable. We don’t just sell a policy and forget about it, indeed on some occasions the best advice is not to spend but to save or reduce debt. We work with our clients, through regular reviews, to ensure that their finances are kept on track, making changes as and when appropriate.

For our business to thrive we rely on clients finding us so helpful that they will refer us to their friends and, as you know, word of mouth is the best form of advertising.

We also believe that quality financial advice should be available to all, regardless of their current financial circumstances. Everyone who approaches us is entitled to the same advice whether they be a lottery winner or not.

Following the completion of a comprehensive financial profile we will discuss with you where you are now and where you want to be in the future. If you decide to take any action we will carry out the necessary research and obtain comparisons and quotations. You should then be in a position to
make an informed decision.

We don’t have company targets to meet, we don’t have products to push. As Independent Financial Advisors our product is the advice itself.