About Us
Our aim is to form a life long relationship with our clients, helping them to achieve their goals at all stages of their lives.
We will arrange cover to provide protection for families, advise on savings for immediate, medium and long term aims, making full use of current tax savings schemes.
One of our strengths is providing guidance on retirement planning, an area which we feel is often overlooked and which needs addressing as early as possible. We will not just organise new plans but consider any existing funds or schemes held and also include State Pensions.
Continued professional development is important. Nigel has a number of professional qualifications, including the Advanced Financial Planning Certificate and Chartered Insurance Institute G60 Pension Qualification and we continually update our knowledge.
Guest and Company has also developed over time and tries to improve the service it offers to its clients. To this end we have introduced a specialised software programme to provide client reports, employ outside advisers on Compliance with legislation and subscribe to specialist on-line information services.
The company is client focused and we always ensure that clients hold products that are suitable for them. We are not a selling company but one which is there to support and advise clients on future financial well being.
We have our own individual 'Treating Customers Fairly' Plan and always at looking at ways we can improve the service we provide to our clients.
Please do not hesitate to contact us with any question you may have on any subject concerning Financial Planning.
