01773 712323We’ll help find the most suitable route for you
How we do it
Our first step is to explore your current financial situation and any plans you already have in place to achieve your goals, so we can gain an understanding what it is you want to accomplish, and how best we can help you do so.
After that, it’s over to us. We research the different routes available to you, explaining in jargon-free terms, which options we recommend and why; and whilst we’ll guide you to a final plan you’re confident with, you’ll always be in control of what advice we implement and when.
Once this is decided on, we’ll help you put it into force, sorting out the documents you’ll need and dealing with problems that may arise.
Finally, we offer you a chance to review your progress, ensuring your plans stay on track so that you still achieve what’s important to you.
If you’d like to talk about how we could guide you towards a clear plan, call us on 01773 712323 or email us at info@blue-spire.com
What we do
Advise, Invest, Save, Protect
Workplace Pensions
Ongoing Service
Paying for our advice
The cost of advice is clear, there’s no commission bias, the fee is the same whichever plan(s) we recommend, there’s no hard sell…
We’ll help find the most suitable route for you
How we do it
Our first step is to explore your current financial situation and any plans you already have in place to achieve your goals, so we can gain an understanding what it is you want to accomplish, and how best we can help you do so.
After that, it’s over to us. We research the different routes available to you, explaining in jargon-free terms, which options we recommend and why; and whilst we’ll guide you to a final plan you’re confident with, you’ll always be in control of what advice we implement and when.
Once this is decided on, we’ll help you put it into force, sorting out the documents you’ll need and dealing with problems that may arise.
Finally, we offer you a chance to review your progress, ensuring your plans stay on track so that you still achieve what’s important to you.
If you’d like to talk about how we could guide you towards a clear plan, call us on 01773 712323 or email us at info@blue-spire.com
What we do
Advise, Invest, Save, Protect, Workplace Pensions, Ongoing Service
Paying for our advice
The cost of advice is clear, there’s no commission bias, the fee is the same whichever plan(s) we recommend, there’s no hard sell…