How we work
As Independent Financial Advisers, we engage with our clients in a comprehensive review of their personal and financial circumstances thus enabling us to identify and understand their needs and objectives.
We are then able to advise on the most cost effective way of achieving our clients' objectives selecting where appropriate financial products from the entire market.
We acknowledge and implement the principle of 'treating customers fairly' as designated by the Financial Services Authority.
Depending on your instructions we will carry out a 'needs analysis' based on your current situation and taking into account any specific plans and/or targets you may have. We will then advise you on your short term financial objectives through to a lifetime financial plan.
We offer a half yearly review procedure supported by a detailed analysis from our Portfolio Valuation System.