Our Services.
We offer a full range of financial and protection services. See below for some of our most popular.
Manage Wealth
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation...
Pensions
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have...
Financial Planning
We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?
Protection
There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but imagine the...
Here's how we formulate the plan towards Your Goals.
Many people have goals and dreams, but a goal without a plan is just a wish an achievable goal is a dream with a deadline.
Your goals & ambitions
We meet together to discuss your personal circumstances and your current financial situation. Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
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Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
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How to get there
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
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Implement the plan
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
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See What Our Clients Have To Say About Us.
Kay provided clear, concise and very honest information to me. Very down to earth and clearly demonstrated he had mine and my families best interests at heart. Very impressed with the service.
How has Kay Mechial helped you since your last review?
Kay has helped me increase my income protection and also find an appropriate life cover and pension now that I have become a home owner. Kay is always very honest, helpful and responsive. I feel so much more confident in taking control of and protecting my income and planning for the future. I can't recommend him highly enough!
What were the circumstances that caused you to look for a financial adviser?
Looking for extra financial security in the event of a worst case scenario (Life & Critical Illness Cover)
How did Kay Mechial help you?
Kay helped identify providers that would insure me with my unique requirements & conditions. He was also instrumental in chasing and pushing these providers to ensure it was completed accurately and in a timely manner
Have you seen the outcome you were hoping for?
For the most part yes, still very much awaiting Vitality to update and sync their internal systems to reflect the bolt ons to their own products
What could they have done better?
The original data capture / entry form was captured via telephone, which meant spelling mistakes had happened in the transcribe. Time and effort could have been saved by allowing myself to enter the information and questions unique to the providers.... then having a phone call to verify the information afterwards.
What were the circumstances that caused you to look for a financial adviser?
I wanted to maximise my pension
How did Kay Mechial help you?
We discussed my plans for the future and how everything would work if I were to transfer my pension.
Have you seen the outcome you were hoping for?
N/A
What could they have done better?
Nothing. Kay has been exceptionally helpful and kind.
How has Kay Mechial helped you since your last review?
He has supported me in making changes to my long term investment and in reviewing my pension contributions/options this year.
Stock Data.
| VALUE | MOVE | % | |
|---|---|---|---|
| FTSE 100 | 8884.17 |
29.990234 
|
0.3387131
|
| FTSE ALL-SHARE | 4830.7 |
15.120117
|
0.3139833
|
| FTSE MID 250 | 21616.89 |
35.210938
|
0.16315259
|
| FTSE 350 | 4879.72 |
15.460449 |
0.31783766
|
| Dow Jones | 44240.76 |
-165.59766  |
-0.37291428
|
| S&P 500 | 6225.52 |
-4.459961 |
-0.07158869
|
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