Why we are different
Our service
We’re experts in providing independent financial advice; we’ve practiced it for many, many years and to us financial planning is second nature. We don’t forget that for you, it can seem complicated or sometimes confusing. That’s why we avoid using jargon, make everything clear, and always provide a comprehensive report for you to read through at your leisure, detailing our advice.
Genuinely independent
We work with you and for you. We are wholly independent and not tied to any specific product providers so we will always research the entire market available to IFA’s to find you the most suitable products for you.
We’ll get to know what matters to you
For many people it is important to maintain a good standard of living, whilst putting aside something for the future. The trouble is, many people don’t know what that something should be and often under-estimate what they will need to live out their retirement to the full. We will help you to work that out and put in place reliable provisions for your future which won’t result in you having to make huge sacrifices in your life now. Click here for more information.
You’re in control of your future
We can talk to you as little or often as you like, we have different levels of service depending on what you need, you may just need a one off review followed by one or two products put in place or you may be building an investment property portfolio and require assistance more often. Click here for more information.
Revolutionising the IFA market with our new service, ‘Mortgage & Protect’
Giving you a completely new and ‘advice’ focused service; we have developed ‘Mortgage & Protect’ to ensure that all your mortgage and protection needs are catered for and that you and your loved ones will be looked after in the event of unemployment, accident, illness or death.
Payment by fee or commission – you choose
Worried about the cost of our advice? Don’t be. Your initial financial health check is free, after which you choose which payment method suits you best, you can opt to pay a set fee or we can spread the cost over the life of the product. We will always outline and agree the preferred method before we go ahead.
Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be £250
