Financial Adviser in Holmes Chapel

Paul Hughes

07786852462

paul.hughes@trulyonline.co.uk

I am an Independent Financial Advisor based in Holmes Chapel, Cheshire. I have worked in the financial services industry since 1992 during which time I have developed my extensive knowledge achieving diploma status and working towards chartered status. I specialise in offering expert advice in a wide range of important areas including investments, retirement planning, estate planning, personal and business protection.

As an independent financial advisor I am able to offer clients a truly complete advisory service encompassing ‘whole of market’ advice, not tied advice that most main stream banks and wealth organisations supply.

Please note, it is also possible to contact me on my Office phone number which is 01477 760536.

I offer a free initial consultation.

Financial Advice Services

Pension

Investment

Protection

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My Financial Advice Process

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.