Our Services

We are an independent, owner managed firm which prides itself on forming strong client relationships. We always aim to deal with our clients as individuals - a name, not a number. Money, wealth and possessions are very personal issues and they need to be treated with professionalism, combined with sensitivity and understanding. 

One of our advisers will be pleased to meet for an initial discussion regarding your circumstances and financial aims and how we could assist you in meeting them. For this meeting, there is no charge or obligation on your part.

Clients may require from us a one-off assessment of their current financial situation or advice regarding a specific need. Alternatively or in addition clients may be looking for an ongoing relationship whereby we assist clients in meeting their goals and objectives through tax efficient advice and management of their financial plans and products.

In exchange for our services, clients agree to pay us a fee and we will be able to provide you an indication of that cost before you commit to engaging us. As truly impartial advisers, we opted to advise our clients on a fee basis for work undertaken long before the Financial Conduct Authority outlawed commission payments in 2013. These commission payments were thought, in some cases, to skew the adviser’s recommendation. We believed then and now that a fee-based approach reinforces the independent status which we and our clients continue to value. Unlike advisers with restricted status, we are able to research the whole market in order to identify and tailor what we believe to be the most suitable and cost effective solutions to match our clients’ individual requirements.

Please note: You will not be charged for any services unless you have agreed to instruct us to act for you.