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.
Also see our Premier Financial Advice Service and Transactional Advice Service pages for other options, and contact us for an initial discussion.
