Having an insurance claim accepted for a client is one of the most satisfying parts of the job when you’re a financial advisor, particularly when it helps a grieving family. There are many ways financ …
Investment Philosophy
We pride ourselves on making a genuine, positive difference in our clients’ lives, guiding them to financial decisions that empower them to achieve their goals, and providing them and their families with security and peace of mind.
Insurance Advisory Service has been a proudly family-run business for over 40 years – founded by Doug Brassett and now run by daughter Jo Brassett, Managing Director and Senior Financial Advisor. Over the years our clients have become an extension of our family and this is reflected in how we work with them and the advice we provide.
A successful investment strategy relies on a considered, consistent approach that is flexible enough to be tailored to each client’s unique circumstances. However, our essential investment philosophy always remains the same: It is goals-focused, balanced, disciplined, transparent and value-driven.
