Good financial planning should focus on one thing – your future. At Main Financial Solutions we consider every element of your circumstances – your goals, your attitude to risk, and your existing investments – to design your bespoke financial plan.
We work for you. We work hard to help you understand your finances and how they fit into your life. Our approach is all-encompassing. We review your existing portfolio where you have one and assess it against a deeper financial plan that best meets your long-term objectives. As part of this we will consider mortgages, pensions, protection, income protection, savings, investments, taxation and trusts.
The process of getting to know you forms the beginning of a long and effective relationship. We establish your circumstances and situation, your aims and aspirations, and your tolerance for risk. Only then can we formulate a strategy that is positioned to deliver. Taking the time to explain things is crucial. You should understand your options and feel confident you are making the right choices.
We are independent. We provide you with impartial, objective financial advice. We pursue a “whole-of-market” approach via Best Practice – our network that promotes exceptional governance and standards through the provision of backup resource, training and support.
Best Practice has relationships with the majority of insurance companies, investment houses, pension providers and retail investment platforms. We use Best Practice to provide a bespoke service for you through a diverse choice of products and services at rates usually reserved for large institutional investors.
For further information please get in touch