Firstly we will come and see you to find out your current situation and then where you want to be in the future. We will find out what’s important to you but also make you aware of the issues that should be important to you.
We help small to medium sized businesses, self-employed and employed people. We are flexible and personal so we will get to know you and be with you as your needs change.
After we have understood your situation we will put a detailed plan together. We will recommend the right solution and clearly explain this to you. We won’t use financial jargon and we will answer any questions you may have.
Once a solution has been agreed and explained we will then implement this. We will take care of every aspect, completing all forms for you and ensuring that everything is done in the correct order.
We like to explain that our job is not a one off transactional role. Once implemented we will monitor and manage your financial affairs. We do this personally and we will work with you for as long as you want, adapting your financial strategy as your needs change.
"William is an absolute joy to deal with. When we purchased our first property Williams guidance, patience & understanding made the whole purchase effortless. William's talents reach far beyond house purchasing and we now use his services as a financial advisor & giver of great advice.
We have recommended William to a host of friends and family who have been over the moon with the level of customer care & time he gives to everyone.
I cannot recommend William Adkin highly enough."
Rob Harper and Ali Anselmo