Second Opinion Service
Today’s volatile and complex financial markets can make even the most educated and patient investors question their strategic direction.
Bradley Nuttall provides sound, clear and expert financial advice. We’ve devoted the last two decades to helping clients with funds to manage make the right financial decisions and avoid the difficulties that arise from failing to plan or from listening to ‘financial salesmen’ or the media.
We offer a unique second opinion service** – where we examine your current financial position and future expectations, and offer a realistic appraisal of your existing financial plan, to do with as you please. Research shows that even experienced investors highly value a second opinion to confirm whether or not they are on track.
As part of our comprehensive second opinion service, we take a three-stage approach:
Our process starts with a discovery meeting to get a clear understanding of your current financial situation.
We then define your financial goals and what your existing investment portfolio is intended to achieve.
Clients going through life transitions with work, family and relationships, or those considering retirement can often benefit most.
If we think your financial plan and investments will enable you to meet your long-term goals, we'll be delighted to tell you so.
If, on the other hand , we discover some of your investments and plans no longer fit with your goals, we'll explain where the gaps are and provide you with some sounds, independent alternatives.
3. NEXT STEPS
This part is completely up to you. You have no obligation to act on our advice, we are simply providing you with part of the service we offer all our clients.
We're certain that you will quickly realise that you've found independent professionals with sound credentials - no salespeople. You have everything to gain by following our advice.
Securing Your Future - A Case Study
Dave had been a client of Bradley Nuttall for several years when he recommended his friend Tom take advantage of our second opinion service. Tom and his wife Cheryl* had expressed some discomfort with their investment affairs. They had an eclectic mix of investments with little apparent overall strategy and were unsure whether they had provided sufficiently for retirement or whether their investments were right for them.
As part of our Second Opinion Service, the team at Bradley Nuttall:
Reviewed Tom and Cheryl’s overall financial position in order to assess what they could spend in retirement. Our projections showed they could maintain their income level without compromising their capital.
Presented an investment plan that identified their priorities, provided a cohesive overall investment strategy, eliminated costs that were not adding value and reduced the risks they were, unknowingly, taking.* Names have been changed to safeguard our clients’ privacy.
“The team at Bradley Nuttall provided us with peace of mind. It is a relief to know that all our investments are now working together. We are confident that our portfolio is in good hands, so we can get on with enjoying life.”- Tom & Cheryl