Van der Meulen Associates
This differs from a Tied Agent or Company Representative, who may only advise on products from the company they represent. As such, we are able to provide you with impartial advice and recommend the most appropriate products for your situation. We act on the behalf of our clients and never distribute products on behalf of third party product providers.
Our approach of developing long-term relationships with clients means that we are able to work with them over time and recommend adjustments to their planning as necessary.
We encourage all our clients to participate in regular reviews to re-assess the suitability of their portfolios based on economic, legislative and personal changes.
Should it be necessary, we shall also be pleased to introduce you to the services of other professionals such as Accountants and Solicitors. We will also be happy to work with your existing professional advisers, in order to enhance their service to you.
- We charge fees or commissions or a mixture of the two.
- Opening Times:
- 9.00am- 5.00pm Monday - Friday.
Serena takes the stress out of financial planning. It's refreshing to find an Independent Financial Adviser with a wealth of knowledge and experience, combined with a personable and friendly approach.
She provides an extremely professional and unbiased service; and considered areas of financial planning that I hadn't even thought of.
Nothing is too much trouble for Serena. Her friendly, relaxed approach to dealing with financial matters; put me at ease immediately.
It is a very reassuring, knowing that my financial adviser cares about my protection, investment and pension needs as much as I do.
My confidence in the quality of her advice, has resulted in me returning to her on three separate occasions for further financial advice. I have confidently, recommended Serena to friends, family and professional connections; whom have also been very impressed by the advice and service they have received.
Mr M Creighton, Lincolnshire.
- FSA Reference Number: 430098
- Number of Advisors: 1
- Client Type: General Public and Business
- Specialisms: Pensions and Investments
- Remuneration Type: Various
- Home or Workplace Visits: Yes
- Additional Services:
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We provide meetings in your place of work or home, as this is more efficient for accessing your paperwork.