MyAdviser - How We Work With Clients

The first thing that new clients need to do is have a chat with MyAdviser about their needs and we can let them know if our services are suitable. You will know where we can likely add value to you.  With an efficient use of technology we can save you time and money. We operate over the internet, phone and email but we can do face to face meetings if needed (at an additional fee).

 Here are the typical steps;

1. Is there a fit? No obligation chat with a qualified financial adviser at our expense.
2. Pre-advice screening and proposal on whether there is a fit or not - also at our expense.
3. If there is a fit then we agree terms and MyAdviser completes Data Check with client
4. MyAdviser analyses clients position & writes report
5. Review report with client and agree action plan
6. Implement the best market solutions & regular monitoring

Please contact us - see below or use the Contact link above to email your query.

Most of our business is done remotely and we have clients all over Ireland. The key advantage of how we do business is that there is a detailed audit trail of all communication. That way you can look back and read all the answers to questions and why we gave the advice.