We follow a disciplined process for understanding our clients’ priorities and delivering personalised financial solutions. Our approach to financial planning also includes a commitment to ongoing, long-term service and support.
Please feel to contact us to request help with:
- reviewing your existing investments and pensions
- assessing the suitability of current holdings following a change in your circumstances
- arranging locally based guidance if your UK financial adviser is unable to maintain EU client servicing
- understanding the planning opportunities available to you if considering a move to, from or within the EU
Spectrum advisers live within practical travel distance of their clients, with regular review meetings ensuring that our original recommendations are always aligned with, or where appropriate adapted to, changes in your circumstances.
We have been building client relationships on this basis since 2003. Please contact us to learn more about how we engage with our clients.