Advice Plain and Simple is a trade name of William Chalice Limited which is an appointed representative of Openwork who are one of the largest financial advice networks in the UK, spanning a range of advice areas including investments, mortgages and protection. The collective strength of more than 3,600 financial advisors across the group provides a number of benefits for our clients. Openwork can negotiate preferential terms with providers, demand better service levels and gain access to products and deals that you can’t get anywhere else.
With so many financial products available on the internet, it can be tempting to cut out the middleman and ‘go direct,’ but when you’re making decisions about your financial future – be it buying a house or protecting your family – the guidance you can get from a qualified adviser can be invaluable. All our advisers are highly trained and have a wealth of experience.
We work with an extensive panel of lenders, giving us access to some of the most of competitive deals on the market. We are completely on your side and will do all we can to source you the most appropriate solution for your needs.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
You might think professional advice is only necessary when it comes to complex investments or pension planning, but even a seemingly straightforward financial goal will involve numerous decisions and a lot of time and effort spent getting it right.
Take buying a house. As well as finding a rate that suits you, you’ll need to consider all the other things that can affect the total cost of your loan. These may include lender administration and booking fees, length and type of loan, valuation costs and repayment methods.
You’ll need to find the right buildings and contents insurance, taking care to ensure your policy includes all the things you need. You may also want to make sure you have enough life and serious illness cover in place, to keep the roof over your head should the worst happen.
A qualified adviser can contribute knowledge, experience and expertise and take care of most of the legwork for you.
What’s more, they will build a relationship with you, paying careful attention to your changing needs and circumstances. They can help you plan for your future effectively, helping you make appropriate financial decisions at key stages in your life.
Ultimately, a good adviser will help you better understand your financial goals, and help you find the most appropriate way to achieve them.
Advice Plain and Simple is a trading name of William Chalice Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. William Chalice Ltd Registered Number: 12050717. Registered Office: Unit 1, Hawford Business Centre, Lionel Way, Worcester, WR3 7SG. The information on this website is subject to the regulatory regime and is therefore targeted at consumers in the UK. No representations are made as to whether the information is applicable or available in any other country which may have access to it.
Approved by The Openwork Partnership on 15/10/2024
Copyright © Advice Plain and Simple. All rights reserved.