Service is at the core of the business.
And, for Jan, that is much more than words on the page.
She also believes in complete openness and transparency. These pages are part of this with the client agreement setting out our fees.
She believes that she provides excellent value in terms of the amount and quality of advice given and the ongoing annual service that is so important.
Your pensions and investments are invested after detailed discussion with you to provide outcomes that not only meet your own attitude to risk, but also your preferences of where and for what your money should be used.
Jan researches portfolios and keeps informed of the best opportunities and the real values of these.
In the context of traditional and historic methods of remuneration she offers exceptional value and, in a competitive marketplace, aims to set the pace.
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