Munro Advisory
In recognition that certain clients simply require assistance and advice in one or two areas, without the need for full Financial Planning, the consultancy team at Munro Partnership Ltd can look at specific areas and after a thorough review of all the options, assist clients with clear and impartial advice. This is normally a fee based service.
Once the advice and transactions are concluded, there will not normally be a proactive service commitment going forward.
Areas of advice provided include:-
- Pension advice
- Investment advice
- Life cover
- Health/Medical insurance
- Mortgages
- General financial reviews
Client satisfaction is our priority.
