There are several key stages involved in finding you the best financial product or service for your needs and circumstances.
A huge part of making sure that you get the correct financial advice is making sure that we know all about your personal and professional circumstances. We find the best way to do this is to set up an initial meeting at a place suitable for you.
During this part of the process, we will gather all the relevant information to enable us to provide accurate advice.
During this stage of the process we will formulate our advice and recommendation to you. This will involve researching the various options that are available to you and making sure that our final advice to you meets your needs most accurately.
This stage involves preparing all the necessary documentation for our second meeting.
At the second of our meetings, you will be presented with our advice and recommendation. This will involve all the research and documentation to back up our advice as well as all the provider documentation relating to the advice. Our advice will be explained thoroughly and without the use of jargon where possible.
We are very proud of our ongoing advice process and our clients value our ongoing advice very highly. We meet with our clients at least once per year to carry out a full review of their circumstances as well as to evaluate their original advice alongside their current needs and requirements.
"The Advice and knowledge you provide makes us feel secure with our investments and would recommend your company to other investors. When we win the lotto your company will be hired as financial consultants!!!"
"I have dealt with Kevin one of the partners in this business over the last 10 years. I have always felt that the financial advice given was honest and impartial, and relevant to my needs. Highly recommended."
"I had income protection for 7 years with another company. I was made to believe that if I was unable to work due to illness or injury I would be covered for the long term, in fact I would only have been covered for a year. Stuart has set up a new policy that will cover me until retirement, which is exactly what I was looking for. Stuart’s service has been excellent, he came to my house to see me and has been fast and efficient in getting the new policy set up. It is so much better dealing face to face, rather than with a call centre."
"I recently engaged Resolute Financial Advisers' services for a review of my personal pension. Over a couple of meetings Stuart Alexander assessed my current circumstances and we discussed my requirements with regards to retiring.
Stuart is very easy to talk to and patient, taking time to explain what was involved in the whole process. In only a couple of weeks my new pension plan was in place and I have the peace of mind that we will meet regularly for reviews."
Resolute Financial Advisers is a Limited Liability Partnership, Registered in Scotland, No: SO304424. Partners are Stuart Alexander and Kevin Orr. Registered Office: 10 Sullivan Way, Cumnock, KA18 1UH.
Resolute Financial Advisers LLP is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference 708063.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.