About Us
We are a small local dedicated team of Independent Financial Advisers based in Alnwick,Northumberland.
It is difficult to keep up with the changes in our lives let alone those happenings around us and with the vast array of financial products on offer, you would be forgiven for viewing the financial market as a maize. Alnwick Financial Management Ltd is a dedicated IFA (Independent Financial Adviser) practise that prides itself in developing long term relationships with clients, working closely together, we can gain a full understanding not only of your current circumstances, but also how best to meet your future aspirations, and changing needs through professional, impartial and truly independent financial advice.
We ensure our clients financial requirements are catered for throughout the different phases of life by developing close personal relationships, applying our knowledge and professionalism to every aspect of finance.
Alnwick Financial Management is perfectly placed to guide you through the financial maze
How we work...
A friendly, professional and informal approach usually structured over two meetings. At our first meeting we will discuss and discover your current situation along with your aims, aspirations for your future needs, in the form of a financial 'healthcheck' or review
Between our first and second meetings we will take time to analyse your financial situation and needs in detail. This is when the research is carried out, using the latest in technology and our expertese, checking the 'market place' before presenting our recommendations.
The subsequent meeting allows us to discuss these recommendations and conclusions, before agreeing the priorities and when to put them into place, according to affordability
WE OFFER OUR CLIENTS.....
Clear, unbiased advice to suit their individual needs and circumstances, and the most suitable products at the right terms.
A high level of expert advice.
A friendly, personal and valuable service.