OUR APPROACH
- Initial meeting free of
charge or obligation - Truly independent advice
- Regular reviews
Why use our services?
We are independent advisers and not sales people, and we think that this is an important distinction.
We are committed to giving the highest levels of service possible, from the initial meeting through to our ongoing servicing and relationship with the client. Our intention is to expand our client base and funds under management considerably here in Spain, and this we believe will enable us to pass on further benefits to our clients. Traditionally some IFAs have adopted a "hit and run" approach to their advice geared towards generating the maximum level of earnings at outset, and after completing the business this may be the last time the client hears from that adviser. We believe that this is shortsighted and morally questionable approach, which is not only bad for reputation, but more importantly not in the clients best interests.