Our philosophy is based on being open and honest and providing quality advice from a company you can trust and believe in, to offer the financial solutions to your needs.
We want to build long standing relationships with our clients and believe that this can only be achieved through excellent service standards and top quality advice.
Put simply, we look at;
To give you the best possible advice we need to know your circumstances and goals. We do this by completing a confidential fact find, basically this is how we get to know our client. From this we will be able to formulate a comprehensive report with recommendations.
We would always prefer to carry out a full financial review but there are occasions when a client may want to look at one area such as retirement because they feel in control of other areas and we will of course be happy to do this.
On-Going reviews to ensure any plans arranged continue to meet your needs.
Gardner Massey Wright IFA Ltd
35 Market Street,
You may also use our contact form.
Monday to Friday 9:00am to 5:00pm
Evenings and weekends by appointment