Financial Advice Epsom - Richard Thrower
Services We OfferFinancial Advice Epsom – What We Offer
Richard Thrower of Myers Davison Ginger
Having worked within the Financial Sector for 17+ years, I fully understand the challenges in finding friendly yet comprehensive and trustworthy guidance in preparing for future financial decisions.
I work with my clients to help them make the process of Financial Advice easy to understand and jargon free.
I work with both private and corporate market clients. Call me to find out how I could help you: 07809 209085.
Financial Advice Epsom, Surrey
How I work:
Stage 1
An initial meeting, which is complementary and without obligation, will give you the opportunity to discuss any financial issues and concerns you require advice on, we can also discuss your short, medium and long term goals and financial aspirations. This is also a great opportunity for us to meet in person.
Stage 2
Before I give any financial advice, I do my research and gather extensive information relating to your personal goals and personal or business circumstances, which will form the basis of my financial advice to you. I will discuss these with you at our next meeting.
Stage 3
Financial advice and from that recommendations are presented at a second meeting. I have been able to spent time doing research to suit you as an individual. By fully presenting my financial advice and recommendations face to face, I am able to ensure that there are no misunderstandings and you can ask any questions.
Stage 4
As personal situations change, I offer regular financial reviews to keep information relevant and to ensure your financial objectives continue to be met.
Financial Planning And Financial Advice Epsom
I am a strong believer that an adviser/client relationship is built on trust and achieve this through my continued professionalism, my experience and extensive knowledge in the field of financial advice – both business and individual.
As an experienced Financial Adviser, I have found that the most important service that I can provide is to treat my Clients fairly in the same way that I would like to be treated, with professionalism, respect and honesty. The way I conduct myself is designed to be easy to understand, and most importantly JARGON free!
I believe that a large part of my role is to take away the anxieties that can be present when dealing with money, so you can enjoy life to the fullest, all while being confident in the knowledge that your spending and financial planning decisions are right for you as an individual.
My Comprehensive Plans allow my Clients to understand how they can financially achieve their goals, aspirations and most importantly future security for themselves and their families.
Feel free to give me a call on: 07809 209085.
