Company profileSpecific Financial Management Limited is a Company of Independent Financial Advisers who can provide face to face advice, or can offer 'execution only' arrangement through Specific-Direct.
As Independent Financial Advisers, we work on our clients behalf - our aim is to build long and lasting relationships. Our advise is independent of any Investment, Pension or Insurance Company, Bank or Building Society. We use specialist computer systems to assist us in our research, recording the features, benefits and relevance of the financial products available to you. This, coupled with our own professional experience, helps to ensure that you get exactly what you want and need, with the satisfaction of knowing that a thorough job has been done. We can advise you, either on a fee or commission basis. Either way, your best interest is our primary concern. All our recommendations are supported by a full written explanation (known as the Reasons Why Report). During an initial meeting we would establish your current situation, your future financial requirements and objectives, and put forward some intial ideas to you.
We then research and prepare for a second meeting where we present our specific recommendations. If you are happy to proceed, we implement arrangements for achieving your objectives. Further reviews are then held on a regular basis. However, our clients are always free to call us for advice and updates at any time. Help can also be given on most pre-existing financial arrangements. Please contact us today for Independent Financial Advice. Some companies we recommend... |
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