WHY CHOOSE US?
Responsible, Passionate and Determined
Financial matters can be extremely complex
There are often many different ways of solving a financial objective. Our financial planning is ‘holistic’ i.e. what you do in one area of financial planning will have an impact on another and should not be advised upon in isolation.
Our staff are highly trained and integral to our processes and our Independent Financial Advisers are knowledgeable and have the personable skills required to discuss your financial objectives, existing provision and create the appropriate solutions to meet your needs. Our level of detail, communication and care in all areas of the business are crucial to maintaining long lasting relationships with our clients.
The costs of many financial products are sometimes unclear and there can be hidden costs. Making mistakes can be costly, avoiding mistakes is highly beneficial.
We are highly regulated so this means that our financial planning is covered by regulatory controls, which in turn means you will have a higher level of protection entering into financial transactions or taking financial advice through a channel such as ours
Peace of Mind and Professional
We are Independent Financial Advisers, this means that we can advise on products and solutions from any provider right across the market.
As a firm we have worked hard to achieve our Chartered Financial Planners title with the Chartered Insurance Institute so you can be assured of a professional level of service.
We also have Later Life Adviser Accreditation with the Society of Later Life Advisers (SOLLA). The later life adviser will specialise in the financial needs of older people and can adviser families or attorneys/deputies on care fees planning including investment. Search the directory
The Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society, has established a voluntary code of good conduct for Safeguarded and Defined Benefit Pension Transfers advice called the ‘Gold Standard’. We are proud to display the Pension Transfer Gold Standard ‘badge’ which can be found by searching the Money Advice Service directory.