Nick Plumb

At Plumb Financial Services, we do 'Financial Advice' the old-fashioned way. We sit down with you face to face and we have a chat. Mostly we listen to you, but we do ask some questions too, as we need to find out what your current position is and what your financial goals are. At a second meeting we will explain our findings in a clear no-nonsense way, giving you simple and straightforward advice on the best way to improve your position and move you closer to your goals. We won't confuse you with figures and technical jargon, but we will explain everything to you in plain English. We are not tied to any bank, building society or insurance company. We provide completely independent and impartial advice and we are totally motivated by the principle to 'always act in the best interests of our clients'. So, if it isn't good advice for you, then we won't recommend it. We are fee based, so you pay for our advice, not for the dubious privilege of being sold financial products that you don't really need. Our service is very much an ongoing process. We hope to build a long-term relationship with our clients, based on mutual trust and respect. We will work with you to monitor and adapt your financial planning to suit your changing lifestyle and family needs, or to keep pace with the demands of your business or company. And we serve a jolly nice cup of coffee at our office too.