Independent Advice

Why Choose Independent Financial Advice?

Independent financial advice is about helping you, either as an individual or in your business activities. It is impartial advice to:

• Help identify your financial objectives and set priorities

• Review your existing policies

• Understand the financial "products" available to solve your financial problems and maximise your future options

• Assess the various plan options, fund choices and match to your circumstances

• Recommend solutions to new and changing needs

• Choice, value for money and service

PAS Financial Planning, as Independent Financial Advisers, have access to more than 221 companies, 6176 contracts, 109 products and 23807 funds, with a further 61147 fund links.  This includes 548 investment trust companies, 3957 unit trust, 4200 life funds, 6598 pension funds and 8137 off shore funds.  Phew, you do need guidance.

It is our speciality, not only to advise on new products but also to help clients review products already purchased in the past, an area that can very often be ignored by other Financial Advisers.  When we review your overall financial plans we can provide you with a very useful Portfolio Report, which is easy to read and full of the information you need to know: about your own circumstances.  The Portfolio Report includes:

• The reasons why you purchased your product
• The current value of those products
• Annualised growth rates
• Recommendations regarding the options available to these existing plans

You cannot ignore your existing financial plans as, without a review you could be wasting hundreds, perhaps, thousands of pounds. After all, doesn’t it make sense to check what you have purchased?

This underlines the need to seek our advice ~

“Advice you can depend on”