The benefits of independent advice:
by using us as your Independent Financial Adviser (IFA) you
can be sure that: -
• You will obtain totally unbiased, expert advice and
access to the widest range of financial solutions
• You are appointing a team of people who are committed
to working with you on a long term basis
• You will be making the most of your financial opportunities
• Your decisions will only be made once all your options
have been fully investigated.
About Us: established
in 1981, we have considerable experience and expertise in
providing comprehensive independent financial planning advice
and support to both individual and corporate clients. We pride
ourselves in providing a highly personalised and attentive
An initial meeting is offered without charge or obligation.
Thereafter we work on either a fee or commission basis, or
a combination of both. In all cases our remuneration basis
is discussed openly with you, and agreed before work is undertaken
on your behalf. Our aim is always to provide you with good
Our Role as Advisers : is to develop long
term client relationships, working together in the effective
management of your financial affairs.
We provide objective and balanced advice in a way that is
both supportive and sensitive to your needs. Our reputation
is built upon providing a personal service incorporating integrity,
technical knowledge, and ethical practice. Value for money
is always a priority and to this end we do our utmost to provide
the most cost-effective solutions.
Our clients tell us that they find it of significant benefit
to be able to refer to one source of information in relation
to all their financial planning requirements and to know that
the administration of their affairs is being co-ordinated
on their behalf. We appoint and work with other professional
advisers when necessary to provide you with complete solutions.
We believe that the on-going monitoring of your affairs in
the light of changes in personal circumstances, legislation,
and other economic factors is most important in obtaining
the best long term results.
It is our aim to help you to build a more secure financial
• Establishing your specific needs today
• Analysing your options and explaining the solutions,
in a clear and concise way
• Implementing your decisions on the best terms available
• Providing a monitoring and review structure to ensure
that today's solutions remain effective into the future