Transactional Advice Service
The Transactional Advice Service is suitable for clients who simply want us to undertake one-off or infrequent financial transactions on their behalf.
A good example of this type of transaction is the arrangement of a mortgage, where you want us to assist with the process but don’t require advice in any other areas of your finances.
Other examples could include arranging a life assurance policy, topping up your ISA or setting up a savings plan. Of course, this list is not exhaustive and we’re happy to undertake any transaction where we are suitably qualified and hold any necessary regulatory permissions.