Luke Moloney IFA
Birmingham
Birmingham
I am an independent financial adviser with many years of experience in the industry. Being Truly Independent means that I can provide you with unrestricted and unbiased financial advice from the whole of the market.
Over the years, I have worked with clients from all walks of life, from young professionals just starting their careers, business owners protecting assets and to retirees looking to enjoy their golden years.
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Can you provide your services online or remotely? If so, please add details.
We can provide services via all means including face to face and virtually.
Independent Financial Advice
At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.
I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.
I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.
As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.
