You likely to work in an industry heavily targeted by financial salespeople - such as oil and gas, construction, education or aviation.
You are likely to be in your late 40s or 50s, and in a well-paid senior position.
You may be unaware of any exact financial problems, but have a nagging feeling that your portfolio isn’t quite right, or that your investments are only treading water when market conditions indicate they should be doing much better.
However, more often than not, you have become aggrieved having discovered the referral from a friend to an IFA, or the cold call meeting accepted that resulted in a pension transfer, the inception of an insurance bond or contractual savings plan, has irrevocably cost you a great deal of your hard earned capital, and even your financial security.
You may be both sceptical and disillusioned about investment, and are looking for a safe place to re-build properly, and an organisation with integrity in which you can build trust.
Sound like you? Contact us using the form below or alternatively...