Professional Services

Our advice

Our financial advisers provide professional financial advice services to our clients. In fact, we currently provide advice for over 5,000 clients.

When you engage the services of a Bridgeport financial adviser, they will take the time to listen to you, and focus on your needs, goals and aspirations. Then they will help you to build a financial plan to help you to achieve your goals.

Our advisers will help you to understand the financial issues relevant to your situation and some of the strategies that you can use, so you can be confident in the decisions you make. They’ll explain any of the financial products they recommend, including the benefits you can receive, the risks associated with the product, and the fees you pay – to help you make the most of your financial situation.

Your financial plan should change, adapt and grow as your circumstances do, so we’ll offer to review your advice regularly to respond to your changing needs or to any changes in legislation that may arise and affect your plans.

Our financial advisers are fully qualified and undertake regular training to provide you with high-quality financial advice. They can provide strategic advice across a range of financial planning services or tactical advice to suit your specific needs.

Our service

We believe our focus on client service is what sets us apart. Our service:

  • is friendly and professional – client service is our number one priority
  • is streamlined – aimed at process efficiencies
  • gives you access to our client services team to respond to your questions quickly.