Professionals in financial advice

We offer a fully comprehensive financial advice service to help with all your short, medium and long term financial planning requirements.

As fully independent advisers we provide advice on products from the whole of the market.

Our recommendations are based on performance, service, cost and corporate stability.

As dedicated IFAs, our main aims are:

• to provide a personal and professional service to our clients
• to surpass client expectations
• to provide reports and advise using language you will understand
• to invest in and utilise the potential provided by the latest technology for gathering information and for communicating where appropriate
• to earn the trust and respect of our clients through our expert knowledge and up-to-date awareness of industry developments.

How do we work?
As Independent Financial Advisers we are free to advise on financial products available from all providers. We use advanced computer software to research, compare and select the most suitable currently available, meaning we are able to make arrangements to maximise the benefits to our clients.

You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you'll need to set aside some time to talk to us - the first one-hour consultation is free. There's no charge and no obligation.

How are we paid?
During your free initial consultation, we will first establish whether we are able to assist with your needs and objectives and second, we will discuss how we would be paid for our services.

After your first meeting, we will agree with you whether you pay us a fee or we are paid out of the cost of any financial product you buy (commission). We will always tell you about any commission we earn and it will be taken into account in working out our fee.

For more information about fees and commissions, please feel free to give us a ring.