Head Office:
01480 869466
A wealth of financial expertise

Why Choose Us

We Provide Independent Financial Advice

We will advise you and make a recommendation for you after we have assessed your needs.  Our recommendations will be based on a comprehensive and fair analysis of the market.  We will place no restrictions on the markets we will consider before providing our recommendations, unless you instruct us otherwise.  Above all, we will only make a recommendation when we know it is suitable for you.

Our Investment Services and Costs

We provide you with an initial consultation free of charge.  This helps us to understand your financial objectives and will confirm how we can support you in working towards these.  We will also discuss the cost and levels of our services both initially and throughout our relationship with you.

For the review and implementation of your plans, we charge our services by way of a fee.  This can either be based on a percentage of your investment, or a fixed amount. Thereafter, we also charge a percentage of the value of your investment on an annual basis.  We will never charge you until we have agreed how we are to be paid.

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