Second Opinion Service

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We take advice when we know we lack the experience, competence or knowledge to make wise decisions ourselves.

But how do we evaluate the quality of the advice we’re being given?

Investment & Retirement Solutions

Second Opinion Service: The extra set of eyes.

We think our extra set of eyes service should be like the relationship you have with your your trusted friendly car garage; when you have doubts about how your car is running, you arrange to talk to your trusted mechanic who’ll usually offer to get oil under their fingernails and have a look at what is concerning you. If it turns out you need a little advice about your driving technique, or perhaps a squirt of WD40 then they are delivered without charge and with a friendly smile. If you need some major repairs, you get a price to supply and fit and make a decision in your own time.

Our second opinion service is for those grey and doubtful areas of your financial life; give us a call and if we can offer some useful guidance or a squirt of financial oil, we’ll be happy to do so. 

More To Explore:

News

Old Mutual name change

Clients who hold Old Mutual solutions will notice a change of name today as Old Mutual becomes “Quilter” This name change has been three years

COVID

Getting Jabbed

Investment & Retirement Solutions Ltd are delighted to report that every member of our team has now received their first dose of a COVID-19 vaccination

Notices:

Our posts are intended as financial education and financial information, not as financial advice, and are only suitable for UK residents. Always take professional, independent advice before acting on any information.

Investment & Retirement Solutions Ltd is authorised & regulated by the Financial Conduct Authority.

The value of investments and income from them can fluctuate (this may partially be the result of exchange rate fluctuations) and investors may get back less than the amount invested. Past performance is not a guide to future performance.

Your home is at risk if you do not keep up repayments on a mortgage or other loan secured on it.

The Financial Conduct Authority does not regulate taxation and trust advice, will writing, advice on deposit accounts, some types of offshore investment, some aspects of buy to let mortgages, commercial finance or offshore mortgages.

Levels, bases of and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor. Unless specifically stated otherwise, our posts do not allow for the additional taxation powers which may be levied by the devolved governments.

All information is offered in good faith and is believed to be correct at the time of publication however it may be superseded following publication. E. & O. E.

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