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Our Second Opinion Service

Are you confident you are well positioned with your finances going forward?

Or do you suspect you're not getting the level of advice and service you deserve from your existing advisers?

And would you like the opportunity to explore the option of switching advisers to someone who can make a positive difference to your life?

All you have to do is take advantage of our complimentary 'Second Opinion Service'.

Through an exploratory discovery meeting we will establish where you are now and what you want to achieve in the future.

We'll identify any gaps that need to be filled.

Let you know if you're in good shape with your current arrangements, or whether we think you'd benefit more from working with us.

You'll also have an opportunity to discover more about us and our 'Consultative Wealth Management Service'.

And confirm if you're making smart decisions with your money.