Initially we’ll have an informal chat to find out if we can help; the first meeting is at our cost, not yours. We’ll gain an in-depth understanding of your circumstances and learn about what you want to achieve, explore ideas of how we might do this and guide you through the relevant options.
At this point we’ll agree the key objectives you want to deal with now, the work to be undertaken by us and our fee. There are no hidden costs and no surprises down the line.
Using leading, independent research systems, we will carry out a fair analysis of the whole market for your benefit; we cannot be independent and unrestricted otherwise. This way you’ll get an unbiased, ‘personalised’ plan, not what your bank or the insurance company at the top of a limited, comparison website search suggests is a good deal.
In the second meeting we’ll advise you in detail about your new plans or existing ones we’re utilising and improving upon, then complete the paperwork to get everything up and running.
We can advise you on simple or complex one-off matters and we can manage your investment/pension portfolios up to and throughout your retirement. This gives you our continued support and investment advice and a year on year understanding of where your finances are using sophisticated cashflow forecasting.
Independent Financial Advisers
Tempest Associates Ltd is authorised and regulated by the Financial Conduct Authority
Heritage Exchange, Wellington Mills,
70 Plover Road, Lindley, Huddersfield, HD3 3HR
The Old Church
55 Grove Road, Harrogate, HG1 5EP
Office: 01423 443166