Financial Advisor in London
We are a company of financial advisers based in the capital of England. We work as an appointed representative of one of the UK’s ever growing network Julian Harris Mortgages .
We provide advice to both individuals and families on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then help them to prioritising their objectives. We provide both private and corporate clients with truly independent financial advice. All of our staff members are trained to provide the customer service levels which you would expect from a professional organisation.
Our role is to provide you, the customer, with specialist advice. We are dedicated to mortgages and protection – helping you to make the right choice. We are whole of the market mortgage advisor and don’t represent a particular Bank or Building Society. We use the whole market place to find the mortgage that is right for you.
Our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it is for financial advice or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients’ needs.
We provide advice and help following a personal financial review which can take place at a convenient time and place. Usually a review starts with a very broad discussion of your concerns and needs, before moving on to a thorough financial review. Following your initial review, we take time to consider your situation, needs and priorities before writing a detailed financial report.
We discuss this either face to face or over the phone in a follow up meeting in which we fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
We think the best way for us to gauge your needs is for you to call us. That way we can discuss your needs where you feel comfortable, then after you see how you could benefit from our advice we can come and do a home consultation – again, in an environment where you feel at your most comfortable.