Professionals in financial advice
We offer a fully comprehensive financial advice service to help with all your short, medium and long term financial planning requirements.
As financial advisers we provide advice on products from all areas of the market.
Our recommendations are based on performance, service, cost and corporate stability.
As dedicated financial advisers, our main aims are:
- to provide a personal and professional service to our clients
- to surpass client expectations
- to provide reports and advise using language you will understand
- to invest in and utilise the potential provided by the latest technology for gathering information and for communicating where appropriate
- to earn the trust and respect of our clients through our expert knowledge and up-to-date awareness of industry developments.
How do we work
?
In order to establish your needs and objectives, we shall review your existing financial situation. For this, you'll need to set a side some time to talk to us - the first one-hour consultation is FREE.There is no charge and no obligation.
Once we have completed our assessment of your circumstances and discussed your needs we shall research the most suitable product(s) from a wide range of leading providers.
How are we paid?
During your free initial consultation, we will first establish whether we are able to assist with your needs and objectives and second, we will discuss how we would be paid for our services.
After your first meeting, we will agree with you whether you pay us a fee or we are paid out of the cost of any financial product.
For more information about fees, please feel free to give us a ring.
Need advice on personal and company pensions? Call Alan Donald & Company Ltd on
01442 822 999