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Our Company As Whole of Market Financial Planning and Mortgage Consultants we are free to advise on financial products available from all product providers. We have no ties whatsoever to any particular product provider. It is equally important to point out that we are not owned by any product provider. AKA is a family owned company and is directly authorised by the Financial Services Authority. We use advanced computer software to research, compare and select the most suitable products currently available. We are thus able to make arrangements to maximise the benefits available for our clients.
You will get our help to review your existing financial situation and reach a realistic assessment of your likely current and future needs. For this, you will need to set aside some time to talk to us to allow us to find out together if it is worth going forward to form a working relationship.
Depending on your instructions, we will carry out a needs analysis based on your current situation and 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, followed up with regular reviews, if you decide that you wish to sign up to our Diamond or Gold Service Levels – See Our Services.
You will receive professional advice about where your financial arrangements are already good and where they are inadequate or not covered at all.
You will also have our help to decide how much provision you need to make and the order of priorities in dealing with your goals and objectives. All of this, of course, will all be sensibly balanced in relation to your current income, expenditure and your prospects in the future.
All our proposals will be fully explained and costed so that you will know exactly what and why you are buying before you agree to go ahead.
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