We believe our duty is to help our clients understand, protect and increase their personal, family or business assets. We promise absolute integrity, dedication to the client's interests and an ongoing commitment to provide professional excellence in every aspect of our advisory role.
We follow a simple four-step process for all our clients, both personal and business. This allows us to properly understand each client's situation and requirements and helps us to provide the best possible advice and service.
- Gather all the necessary details that will help us to fully understand your current situation and requirements. This approach is vital but is often an important first step overlooked by many.
- Carefully analyse all information and client requirements and begin to match these with suitable products and services.
- Prepare a report of recommendation which is presented in a jargon free and easy to understand manner.
- Provide on-going and pro-active support including access to your own personal website. This is supported by regular personal contact to ensure you get the best possible service.
|Address||139 High St|
|Phone Number||01636 893155|
Products & Services
Saving & Investment
3R are dedicated to helping our clients plan for a secure financial future for themselves and their loved ones. As a whole of the market provider we are able to offer an extensive range of personal financial services from a wide range of product providers.
3R are dedicated to helping our clients plan for a secure financial future for themselves and their loved ones. As a whole of the market provider we are able to offer an extensive range of personal financial services from a wide range of product providers. Louise, our Mortgage Advisor, will help you pick the best mortgage for your needs.
Running a business is stressful enough without having to worry about ensuring your company pension scheme meets current legislation, that you have suitable and prudent corporate protection in place or that your employee benefits are up to date. We can help relieve some of this pressure by looking after these aspects for you, giving you more time to run your business. We offer and implement a wide range of corporate financial services that allow a business to plan prudently for the future.