Personal Financial Advice
For independent whole of market advice, contact us today
Our resident Financial Adviser and Mortgage Consultant, Lew Jack, is based in our Helensburgh GSPC Office. He holds the Financial Planning Certificate (Cert PFS) awarded by the Chartered Insurance Institute, and the Certificate in Mortgage Advice and Practice (CeMAP) awarded by the Chartered Institute of Bankers in Scotland.
Whilst he is based mainly in Helensbugh, he is more than happy to meet with you in our Dumbarton office, or alternatively if travel is difficult, at your home by prior arrangement. Within reason, generally distance is not an obstacle, and requests for appointments outside normal office hours and Saturday mornings can be accepted if necessary.
At your request and following consultation with you, Lew will provide you with independent financial advice tailored to meet your goals and your aspirations, taking into account your own unique financial circumstances.
His established practice is to record and analyse the information you would provide during your initial meeting with him, and on completion present you with a recommendation for you to consider. He will be happy to go through all recommendations with you, in order that you are fully aware of your options before you proceed.
When considering whether to use Lew's services, you can be sure that we are authorised by the Financial Services Authority to conduct investment business under the Financial Services and Markets Act 2000. The advice given by Lew is independent and based on an analysis of the whole market. We are remunerated for our services by offering you the choice of paying a fee or alternatively by commission paid by product providers.
So if you need information or advice on your personal finances, call Lew today on 01436 678822 or through our contact form.