Select a topic below for more information
Independent
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We are independent financial advisers (IFA) offering advice on a wide range of services from across the whole of the market.
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Unbiased
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Ensuring our clients receive an optimum service means we have no bias towards a particular product or investment. Our advice will be based entirely on what is most suitable to meet our clients circumstances.<
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Chartered
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We are one of only 300 Chartered Financial Planner firms in the United Kingdom, which means we have achieved and continue to maintain the highest standards within our industry. We were named Chartered Financial Planners of the Year 2010 by the Personal Finance Society.
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Qualifications
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All our staff follow professional development programmes and we currently have two Chartered Financial Planners within the firm with all advisers and paraplanners expecting to achieve that status in the near future. You can be sure that you will be looked after by highly skilled individuals who understand your needs and requirements.
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Service
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We know that we will be judged on the service we provide, so if for any reason you are unhappy with us, you can move your assets away from us without fee, penalty or lock in period.
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Discretionary Investment Management
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We provide this service in house, we do not outsource this to a third party. This means you can access our investment management service without incurring additional third party costs and you can speak directly to us about the performance of your portfolio knowing that we are highly qualified to manage your investments and are not reliant on finding out the answers from someone else.
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Pensions
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All our advisers are qualified Pension Specialists, meaning they have attained the specialist knowledge to advise you on all aspects of pension planning.
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Free Initial Meeting
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We understand that entrusting your finances to us is a huge decision and as such we offer all prospective clients a free, no obligation, initial meeting. This is an opportunity for us to discuss your circumstances, find out if we may be able to help you and most importantly allow you to decide if you wish to use our services.
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Ongoing Relationship
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We believe in a lasting relationship with our clients, built on regular reviews, ongoing communication and a thorough understanding of what is important to you so that we may advise you appropriately throughout all your life stages.
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No Minimum Requirements
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We don't set minimum investment criteria. We worry that not enough people will have access to independent financial advice in the future and as such we will speak to any prospective client without the constraints of minimum criteria. Very often it is in the areas clients think least about, such as family protection, that we are able to help the most and as such we won't turn you away without an in depth chat with one of our advisers to ascertain your needs.
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