As a “Whole of Market” IFA practice, Advice 4U Financial Planning is not tied to any provider and can advise on products from all financial institutions. Our aim is to develop long term relationships with clients enabling us to provide accurate financial advice, and to adjust the financial planning to maximise changes in legislation and client circumstances.
We will continue to support you with regular reviews and adapt your strategy as markets and financial legislation change, to ensure your financial aspirations are achieved.
After thorough analysis, we believe that For most of our clients, the True Potential Wealth platform fits their circumstances because:
- Fully transparent investment system
- Strong historical financial performance
- Exclusive range of funds
- Competitive price
- Individual client websites
Clients electing to use this platform have continuous access to their own portfolios and, through ongoing interaction with our advisors, can work openly and efficiently towards achieving their objectives. Although the True Potential Wealth platform suits the majority or our clients, we appreciate that not everyone will benefit from these efficiencies. If appropriate, therefore, our advice would be to recommend dealing with providers directly.