Our operating model, and perhaps even our values are somewhat unique. We insist on using experienced Financial Advisers and leading-edge software to determine the best options to meet your requirements.
Underpinning this, is the recognition that a Financial Adviser is a position of trust where the client relies upon complete discretion and expert opinion. We value that trust completely. Any advice we give is given without conflict of interest – our clients come first in all things. Regrettably the financial services industry has always been an industry rife with conflicts of interest where many choose to put commissions before clients’ interests. We provide a wholly transparent breakdown of fees and investment recommendations and offer the option of a fixed up-front fee for clients. When we make a recommendation our only interest is our client’s interest.
If this strikes a chord with you please get in touch on 01224 747889 to arrange a meeting to suit your schedule, the cost of which is met by us.
Alternatively, we provide regular information on key financial matters and current financial and topical information in the form of a regular newsletter. You are welcome to provide us with your e mail address and we will include you on our regular advice bulletins.