The Second Opinion Service

   What IS

   The Second Opinion Service?

“The Second Opinion Service” allows us to take a new and unhindered view of your assets, offering you the opportunity to obtain an in-depth analysis of the inner workings and mechanisms of how your financial affairs are currently managed.

We’ll start by examining your original investment mandate to establish if your current investment manager has adhered to the original plan and brief. To do this we use four key components: Charge Comparison, The Risk LadderThe Money Label and Our Model Portfolios.

Following this process, we take a look at your investments and work out a way of implementing the use of our models and services to try and improve the performance and returns of your investments.


On hand to offer a professional, clear and tailored service.

Our company have adopted a totally fresh client-first approach whilst drawing on our thirty years of experience running a regional business, providing clients with the very best unbiased, independent financial advice.

Our fierce commitment to independence means there are no hidden fees or commissions, no external shareholders and no bias to any retail providers to cloud our vision or promote conflicts of interest. We are singularly focused on providing advice and solutions that champion our clients’ best interests.


Looking for a second opinion on your portfolio?

If you have any questions or queries about your existing investments, pensions or even plans, we're here to help.

Please leave your details below and we'll be in touch to organise your complimentary Second Opinion Consultation.

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We thrive on providing a first-class service to our clients and there’s nothing more rewarding than seeing and hearing such great

feedback from our happy clients who recognise this.

Contact Us Now

If you'd like us to get in touch with you all you need to do is head over to our Contact Us page and complete the form.

If you'd rather not wait, there are a number of ways for you to get in touch with us directly.

Call Us:

Chester: 01244 659659
Oswestry: 01691 654613

Our Offices:

Hilliards Court, Chester Business Park, Chester CH4 9QP
9-11 Salop Road, Oswestry, Shropshire SY11 2NR