Why Choose Us?Financial Advice Sutton – Jade IFA Ltd
Why choose us?
As a well know and respected financial adviser in Sutton and you get a personal service from us! Most of our advisers have been in the financial services industry for over 30 years and all are fully qualified, very experienced, well-known and respected financial advisers.
Jade’s team are professional, client-focused and they like to get things right. No fuss, no bother – they get things done for you.
Client first – that’s item number one on the training agenda for any new team member and it’s a pre-requisite of a successful application process. We continually ask the question “How we can make clients’ lives easier?” and “How can we continue improving the client experience?”
Jade IFA Ltd – Our commitment to you
We are very happy to offer you a FREE NO OBLIGATION initial meeting at our offices in Wallington, at your place of work or in your own home at a mutually convenient time.
We are and always will be truly independent. We research the whole of the market before making our recommendations to you.
We will make you fully aware of all of your options and decide on a way forward together. This will include an assessment of affordability and in most cases your attitude to risk.
Should you choose to become a client, YOU will make a decision as to whether you want ongoing advice or whether to make a one-off transaction. We offer a range of services to suit all needs.
We do more listening than talking. We will only make recommendations after taking account of your existing circumstances and prioritising YOUR needs and objectives.
Our service is transparent and easy to understand. We will explain the costs of our services during your FREE NO OBLIGATION initial meeting.
Our interactions are securely recorded and held on your personal client file and anything we recommend is backed up in writing.
Should you choose to take ongoing advice, you will be offered an annual review during which we will reassess your current circumstances and make any necessary changes.
Our aim is to take away the hassle and worries and help you achieve what you want, in all areas of financial planning from Family Protection, Retirement planning, Savings and Investment, Mortgages and Business Finance.
And most importantly we do this in a manner that you will fully understand. Give us a call today to arrange a FREE initial appointment to see how we can help!
Greg and Tracey are so helpful. Cannot recommend them enough.