01325 369 999

  advice@researchindependent.co.uk

Providing genuine objective independent advice since 1991

Our Approach

At Research, we make sure we take the time to understand your needs and goals, which we will prioritise before we make any recommendations.

Our Approach

At Research, we make sure we take the time to understand your needs and goals, which we will prioritise before we make any recommendations.

We normally meet clients at our office. We often work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you. This is the six-step process we follow:

  • Initial meeting and review – identifying your needs and objectives
  • Getting to know you – gathering relevant information
  • Analysis – an evaluation of your particular financial situation
  • Recommendation – developing a strategic plan
  • Implementation – reaching an agreement on how and when the plan will be implemented
  • Ongoing service and relationship – regularly monitoring your progress

Why use Research Independent Financial Services Ltd?

Best advice

We are not tied to any high-street bank or building society and can therefore offer truly independent advice.

Simplifying the process

We do business in a way that suits you – in other words, we aim to make the process less complex and easy for you to proceed further if you wish to.

Easy to understand

We listen to your requirements and then use our experience to find you the best solutions. We break down the key facts to allow you to make the decision that is right for you.

Relationships

You will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.

Investments

You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.

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Retirement

The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.

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Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens. The security and opportunity your wealth brings can be protected for generations, but there are many things to consider.

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