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Our Experience

With a collective experience over 246 years of experience in financial services and a personal reputation for service, choice, quality and care- we offer a distinctive service to our clients.

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Our directors have specialist knowledge and experience in the pensions world and are able to offer:
 

  • Bespoke advice to those with lifetime allowance issues

  • Retirement options

  • Ongoing specialist advice to those who are already using the flexibility offered by pension freedoms but now require specialist advice going forward.
     

Each of our staff is highly experienced in financial services and all are focused on ensuring the best possible client experience for you.

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By engaging with an exceptional team of well qualified professionals, whose talents are respected amongst other financial experts, your financial plan is in expert hands… allowing time for you to get on with living your life.

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BEATING THE COMPETITION:

 

I had approached a couple of other IFAs before meeting 336 FM and my experience hadn’t been great. I wanted to understand what best to do with my deferred defined benefits pension. Having chatted with Douglas I felt their approach was refreshing, informal, gave me a good feeling about the potential relationship. They took the time to ask what I needed and gave me a much better understanding of my pension and what I could expect when I retired. 

Their interest in me personally was so much better than any other adviser I had talked to.

 

JL

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