How we work
We have no affiliations with any particular financial institution so you can rest assured that we will always offer fully independent and impartial advice.
We use the latest software to research, use human judgement, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximize the benefits to our clients.
Remember we work for you not the banks and insurance companies!
At Bond Finance and Bond Wealth Management you will get our help to review your existing financial situation and reach a realistic assessment of your needs. For this you'll need to set aside some time to talk to us - the first consultation is free. Where feasible we will arrange a face to face meeting. If this is not possible we will communicate via telephone and email. This will in no way compromise the level of service you receive.
Depending on your instructions we will carry out a needs analysis based on your current situation taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short-term financial objective to a lifetime financial plan.
We will help you pinpoint the strengths and weaknesses in your existing financial arrangements.
We will help you determine how much of a provision you need to make and help with setting your priorities. And of course it will all be sensibly balanced in relation to your current income and your prospects.
You can choose to "dip in to" our service as you perceive your needs arise or, as many of our clients do, set regular meetings to make sure your financial arrangements are always adequate for your changing needs.
For further information on our terms and costs of services, please click here.