Please note: Postern Wealth Management Ltd is an appointed representative of Best Practice IFA Group which is authorised and regulated by the Financial Conduct Authority. “The Financial Ombudsman Service is available to adjudicate on individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.”
We believe that the only way to plan effectively is to seek to understand our clients own goals and desires. It is only when these goals are clearly understood by the adviser and client that a full and complete financial strategy can be sought..