What are the benefits of getting advice?
If you buy based on financial advice and a recommendation, you should get a product that meets your needs and is suitable for your particular circumstances.
Because Blue Ocean is independent you might also have access to a wider range of choices than you’d be able to assess realistically on your own.
You also have more protection if things go wrong if you buy based on advice since we are responsible to ensure you receive the correct advice.
The difference between advice and ‘non-advised’ sales
Many banks, building societies and specialist brokers will talk you through your different options and leave it up to you to decide which product to take.
In this case you’re buying based on ‘information’ and have fewer rights to claim compensation if the product turns out to be unsuitable.
When considering investing you will want to know that your investment advisers are able to offer the right financial guidance in relation to investments.
Our financial advisers provide investment advice. They ensure they are aware of current trends in the stock market and investment opportunity. They will provide investment strategies and investment planning to meet your financial goals.
What does Advice Cost
The initial consultation will cost £125 any further costs will be explained following the initial consultation.Full details of our terms of business will be sent with the initial consultation pack..
However fees for our services are very competitive and are regularly price checked against leading banks and building societies offering a similar service .
Book an appointment today
T: 01474 709605