Truly Independent Financial Advice

As Independent Financial Advisers we can provide advice and arrange financial products from the entire market, this means that we can find the best arrangements for you – which ought to save you money. This is obviously better than being tied to just one or two companies (like most of the big financial institutions we all know). However, being able to sell any product does not necessarily mean that the advice is impartial.

You need to be able to trust your adviser; we believe that this is likely to be compromised if your adviser is only paid a commission for selling you financial products. So from our humble beginnings in 1999 we have always operated on a transparent fee system. Our clients pay for service, advice and implementing arrangements. We are paid as professionals, not for selling products. Our approach has given new meaning to ethical financial advice.

Our pioneering fee system enables us to focus on building a relationship with you, focusing on your plans, listening to your story and gaining insight into your hopes and concerns about your future. We would typically create your own financial plan and then review this with you each year, or more frequently if you require. We take an active interest in helping you to set and achieve your goals, be they repaying your mortgage early, ensuring your pension is sufficient, meeting the cost of educating your children, or to put it simply – helping to make your money work for you so that you have enough when you need it.

Naturally, we use technology to its advantage, but we place more importance on the art of listening and providing you with a friendly personal service. We will take time to reflect carefully on your situation whilst constructing your financial plan. We remain mindful of the how a variety of changes may affect your plans and review these together. In short, we expect change and construct your financial plan with this in mind, so your financial plan will be robust yet flexible.

We act for a wide range of people. We act for individuals, companies and charities. We have particular expertise in advising doctors and medical professionals. If you would like a genuinely impartial financial adviser, perhaps we could help you to achieve the results that you are looking for. Please have a look through our site, which provides a feel for our services and when you are ready, call us for free, or send us an email, to discuss your situation. We would be delighted to hear from you.