The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Coffee and investments

Taking regular financial advice is an important first step in getting the support and advice necessary to ensure that you have an excellent opportunity to achieve your goals and objectives. But there is more to investing than putting spare cash into an account and hoping for the best.

At Together, we get to know you, before giving any advice. Ideally, you are already our friend. But, even if not, we’ll sit down over coffee and discuss your current circumstances and what you want to achieve through investing.

Once we know all of this, we discuss your attitude to risk and complete an independent risk profile using a system which asks you to respond to 12 statements and determines how much risk you are willing to, need to and are able to take.

We use all of the above information to advise you through your investment journey. We will explain the options available and how they work with your needs, or maybe why they aren’t such a great idea for you. Ultimately, all decisions are your own, we just offer an expert, and friendly, opinion.

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Together Financial Solutions Portal

We work with the Quilter Financial Planning network to provide an investment service which matches our beliefs and philosophy.

Using The Portal, you can take control of your investments independently, whilst still accessing our support when you want it.

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We Are Helping People Improve Their Financial Health

Coffee

We’ll sit down over coffee, get to know you and discuss your current circumstances.

Achievements

We’ll look in to what you want to achieve through investing.

Risk Profile

We’ll assess your attitude to risk and complete an independent risk profile.

Options

We use all of the information provided to advise you through your investment journey.

Time

We’ll always be on hand to talk to you about your investments at any time.

“We feel Adam went the extra mile to look after us with the personal touch.”

“Karen Murphy was absolutely excellent! Very responsive and went out of her way to make things run smoothly. Kevin Ellicott was also very helpful.”

“Ally has given us excellent advice and made some suggestions which we would never have thought of. Jackie has kept us very informed. Thank you.”

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    Mortgages

    Finding a mortgage could be so much simpler. Currently, it is a lengthy process to find the right mortgage deal for yourself. Let’s make it more comfortable.

    With Together Financial Solutions, you will be assigned a personal adviser, who will look after you throughout the process and take on many of the responsibilities which can be daunting or confusing without guidance.

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    Pensions

    Admittedly pensions are not the most interesting of topics, but they are something we all need to address sooner rather than later.

    Have you thought about saving for your retirement only to be turned off by the jargon, paperwork and charges? A quick review of the facts from us could leave you pleasantly surprised.

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    Your home may be repossessed if you do not keep up repayments on your mortgage.