Comet Wealth Management
Ian Russell Dip.PFS
Director & Financial Planning Adviser
We find that our clients prefer to be treated as an individual not as a number, you will also want someone available to you at all times that you can trust. We are proud to be a small, focused firm, because this means that we provide higher levels of personal care and attention to detail. This is why many of our clients, who previously dealt with Banks and larger Advisery firms, have come to us. So as a client you will be treated as an individual, you will not be a number and you will have a close working relationship based on a trusted adviser being available to you at all times.
Our Approach
The Wealth Navigation System
Your support and work is fee based which means you are in control of the advice process and no work is done until those fees are agreed. We are able to provide tailored financial solutions by considering all the products relevant to you.
As you would expect any fee is agreed prior to each stage. You, as a current client or prospective client, can exit at any stage ensuring you maintain control of the whole process.