At Loch Fyne Financial we are delighted to announce that we are now offering a new impartial second opinion service to our valued clients and their loved ones.
With all of the complexity and volatility in today’s financial markets, along with the changes to the financial services regulatory regime, many are questioning the suitability of advice they have received. They are also querying whether they should work with an adviser that is restricted or independent, and what impact this might have on their long-term financial plans.
To help people in this situation we are offering our Second Opinion Service, so they can make more informed decisions. We start by inviting them to an exploratory meeting, to define what they want to achieve in the future.
We then review their current plans and determine if they are on course to achieve their financial objectives. This includes highlighting any gaps and providing suggestions as to the changes they can make to improve their opportunity for success.
We realise the importance of working with a wealth manager who will not only provide a financial plan to support their goals, but someone who is the right fit for their needs. If we feel we are not right, we will readily recommend an adviser who they might be better suited to. There is no charge for this service.
If you would like an impartial second opinion on your finances or know someone who could benefit from a trusted review of their affairs, please provide us with their details by getting in touch with a member of the Loch Fyne Financial team.