How we see the role as a Financial Adviser
Our mission statement is “to be perceived as the client’s ‘chosen’ financial adviser and not just ‘a’ financial adviser”
We do not believe that financial advice is merely about providing a simple, one-off solution. Keeping a close eye on your long-term investments, savings, pension, family protection and mortgage plans is just as important as making the right decision in the first instance.
Our regular review meetings will help ensure that you keep your finances on track to achieve your goals, as well as allowing us to accommodate the inevitable changes in your personal circumstances.
How will you benefit with Buckles?
Making the right financial decision can be somewhat daunting; at Buckles Investment Services we will endeavour to take that challenge out of your hands and into ours through our dedicated, qualified, professional team of financial advisers. We will individually assess your financial needs in a comfortable friendly professional manner and look to guide you to towards the right decision in every aspect of your finances.
For help and friendly advice, we therefore invite you to call 01745 345131 or complete our enquiry form to discuss any area of investment, savings, pension, protection or mortgage planning that you may have.
I DIDN'T KNOW YOU DID THAT!
Click here to view our leaflet which highlights the services we offer our clients.
- Tel: 01745 345 131
- Fax: 01745 331 749
- Email: enquiry@buckles.ltd.uk
- Buckles Investment Services Ltd,
Derwen House,
Ffordd Derwen,
Rhyl,
Denbighshire.
LL18 2LS - View External Map
