We are a firm of financial advisers based in Banbridge with 20 Years Experience. We provide advice to both individuals and companies on all aspects of financial planning developing a long-term relationship through fully understanding our clients' needs, wants and aspirations, then prioritising objectives and carrying out regular reviews to see consistent progress towards these goals.
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Enclosed is a copy of our Client Agreement , setting out our Levels of Service and Remuneration Choices.Enclosed is our Mortgage Agreement , about our mortgage services and Fees.There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be £295.00 |