How we work
As Independent Financial Advisers we are free to advise on all aspects of your financial position.
Our service always begins with an initial meeting, free of charge, during which we can discuss your needs. If you choose to proceed then we will review your overall financial position, drawing on our team's specialist expertise as appropriate. Our advice will be presented in a comprehensive Lifetime Money Management report, for which a modest charge is made.
Our intention is purely to give quality advice and not to 'sell' products. Everything you read in the report will put your interests first and enable you to understand the key issues that must be addressed.
We hope that as a result of the report you will be happy to ask us for specific financial product recommendations where appropriate. Before providing these we will discuss and agree the basis of our remuneration with you.
Convcerva Limited cannot advise or arrange regulated mortgage contracts and should you require mortgage advice the advice of a mortgage broker should be sought.