Our Financial Planners are vastly experienced and professionally qualified to ensure that we can work closely with you to help make the correct decisions for your financial future. We are independent, meaning we are not tied to any product providers or fund management houses, and consider all the available products and services to meet your financial needs and objectives.

We don’t believe one size fits all, therefore we offer a range of different propositions designed to suit our clients various needs and objectives. We can provide solutions from a one-off transaction through to bespoke packages for those who wish to ensure their financial affairs remain efficient.

Firstly, we develop a clear understanding of your requirements, then, working in conjunction with our paraplanning team and liaising with technical experts and investment fund managers, we will put together a clear and concise set of in-depth and impartial recommendations.

As part of our commitment to you we will meet on a regular basis to ensure that our recommendations remain suitable should your requirements change in the future.

In addition to our regular reviews you will have an allocated Financial Planner dedicated to dealing with any concerns or issues that may arise and who will proactively liaise with you on your investments and present you with opportunities to your existing strategy. Our IFA’s are backed by a professional support team who are always on hand to provide a timely response to your queries.

 

The Financial Ombudsman Service (FOS) is an agency for arbitrating unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website www.financial-ombudsman.org.uk