Second Opinion Service
Not everyone wants to move their financial advice service or has ever thought about engaging with an advice process. We understand and respect that decision.
At the same time, it is not unusual for people to want a second opinion about their financial plan and the solutions they have implemented. In fact, studies have shown that around 80% of high-net worth individuals would welcome a second opinion on their finances.
Our Second Opinion Service is a no cost, no obligation review of your current financial situation, taking into account your goals and objectives for the future.
What to expect
We will discuss with you your current financial situation, and your goals and objectives for your future. We’ll then go away and look at your current investment solution, and calculate whether it’s likely to deliver on your objectives. If it is not, we’ll propose alternative solutions, which you are welcome to explore, both with us and with other providers. You will receive a total client profile and a personalised analysis of your current situation. We’ll do this for you, for free, as part of our Second Opinion Service.