ABOUT US
Why choose us?
As a privately owned firm of independent advisers, we are not constrained by product, provider or solution, in contrast to a restricted adviser, who by definition may be limited in the scope of the advice or service they can provide.
what makes us different?
- We offer Independent Financial Advice
- We are unrestricted in the depth and breadth of our advice
- We are professionally qualified Chartered Financial Planners and members of the Society of Later Life Advisers – less than 5% of the adviser population are qualified to this level.
- We are members of the Financial Vulnerability Taskforce, adopting a Charter committed to treating customers and clients fairly.
- We have a transparent, all-inclusive fixed fee charging structure which is not based on the amount you have to invest, the amount we manage or contingent on you buying a product.
- We believe costs are important and therefore will seek to minimise these when considering investment solutions
- We have invested in the latest technology to ensure all aspects of the client journey are as smooth and efficient as possible
- We are a privately owned business free from bias, so our focus is on you, not shareholders.
- When we consider investing, we are committed to providing you with responsible, sustainable investment solutions.
Our Services
