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The Red Rose Club

Financial Advice works best over the longer term. The Red Rose Club is our way of representing this longer term relationship.

The additional services which we can provide will depend on what you need, and we will agree with you what range of services would be most effective. Here is a flavour of what we can provide:

  • Discounted Advice, Arrangement and Annual fees
  • An additional advice session each year
  • Alerts when we have information which we feel is relevant to you (tax or interest rate changes which you could take advantage of, for example)
  • Financial Filing Service - help to get your documentation in order, along with our Filing Box to keep it in order
  • Professionals Service - liaising with your other professional advisers on request (e.g. accountant)
  • Second Opinion Service - available to offer help with wider financial questions
  • Seminars - Free or discounted entry to our seminars

The Red Rose Club has a monthly subscription of £25.

Contact us...