“‘People buy people’ is a phrase I have heard many times over the years, and it is true. Whilst we are very proud about the products and services we deliver here at Choice, we are most proud about the client relationships we have developed over the years.
We understand the ‘leap of faith’ that a client takes when they appoint a firm to look after their money and finances. We repay that trust by delivering an ongoing advice service for all our clients that forms the cornerstone of our advice proposition.
Knowing we have that ‘duty of care’ for all our clients has helped grow the business over the last 20 years, and we see the high level of client referral business we receive as evidence that we are getting the basics right.”
John Quaif
Director
About You
Here at Choice we appreciate the trust our clients’ place in us when we are appointed. That is why we will take our time to get to know you and your individual circumstances as we put together your financial recommendations.
We will look to build and maintain this relationship over the coming years through regular financial reviews, refining your financial plan if your circumstances change, ensuring your finances remain on track.
With over 60 years of combined experience in financial services, we understand that financial advice is not everyone’s cup of tea, despite how important the benefits of good advice may be.
Whether you have money to invest, are saving for your retirement or just need to take stock of where you are with your own financial plan, we are here to help.
Divorcees
Corporate Business Owners
Are You Retiring Soon?
New Investor
Case Studies
You may decide you want Financial Planning advice or want to look into collating your Pensions but not sure what this entails.
Our real life Case Studies are examples of work we have previously done here at Choice.
These will help explain our services and how we can help you with your finances. Please note, these do not limit the work we do, so if you are unsure on how we can help you, please do not hesitate to ask.
Divorce – Mrs S
Pension Review – Miss B
Pension Review – Mr & Mrs C
Financial Review – Mr & Mrs W
Financial News
Our Financial News Articles are created to keep you up to date in the financial world.
We want to make you aware of any financial factors that could impact your life and how we might be able to help advise you during and/or after this time.
For example, if there are any changes to pension rules, we will advise you to have a Pension Review or due to inflation it might be worth having a Financial Review.
Here at Choice, our experienced Independent Financial Advisers are here to help keep your finances in check. If you would like to review your Pension or Investments, please get in touch.
The £100,000 Cliff Edge
Will The State Pension Still Exist When You Retire?
New Tax Year
Early Retirement?
Guides
Our Guides cover key advice areas in Financial Planning.
Whether it be:
Pensions – if you are planning on retiring or already retired;
Investments – whether that’s existing or you are planning on investing;
Protection – such as Life Insurance or Critical Illness Cover
Each guide will provide further information about a key advice topic and will help explain why advice in this area may be required and how it could be beneficial to you. Please note, for more in depth advice on any of the subjects, we recommend speaking to one of our Independent Financial Advisers.
Why You Should Carry Out a Financial Review
5 Points to Consider Before Retirement
Inflation & Protecting Your Money
