Our Advice Service We provide expert financial advice that delivers bespoke financial solutions to meet our clients’ individual needs. We truly tailor our advice to each client by taking the time to really understand what is important to them. Our advice takes into account our clients’ current circumstances, while the ongoing advice service ensures we can accommodate any changes to those circumstances in the future. Our advisers are qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers – this is known as a restricted advice service and includes a range of: ● investments, pensions and flexible income (also known as drawdown) products from Prudential, including through the M&G Wealth Platform ● guaranteed income (also known as an annuity) and protection products from a number of selected providers (these providers may change from time-to-time – a list of the current providers can be provided on request) ● discretionary managed portfolios from the M&G Wealth Model Portfolio Service ● ISAs and OEIC (Open Ended Investment Company) funds from Standard Life, Link Financial Investments Limited and M&G Investments • Other Services- From time-to-time we may work with other leading, organisations to provide a wider service to our clients, Wills, Power of Attorney, Mortgages and Equity Release, Estate Administration
