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FREE Finacial Review

The first stage in the financial advice process is to meet with an advisor for a financial review. This will be carried out at a time and place to suit yourself, whether this is at our office in Livingston or Edinburgh, at your home or office. We will review your finances free of charge, and proceed to make relevant recommendations tailored to your circumstances. You will have no obligation to proceed with our recommendations if you are not 100% happy with the advice offered.

If you choose to proceed with the recommendations you can decide whether you prefer to pay a fee for our services, or as most clients prefer to allow the provider to pay us commission for the service.

We will make the process as simple as possible for you, dealing where possible with all relevant parties and completing as much of the paperwork for you as possible.

Please Contact Us for an initial chat and to arrange your free review.

Rutland Investments

FREE Finacial Review