Thinking of using a financial advisor?

Yes, of course – our Firm Reference Number is 766218 and you can see us on the Regulator’s Register here fca.org.uk/search/.

Lots! All of our advisers are experienced, most more than 20 years, and are at least Level 4 qualified to meet the FCA requirements.

Independent Advice not Restricted Advice (see elsewhere on this website to understand the difference) as we feel it’s very important for our clients.

We charge fees based on either a fixed and agreed fee for a piece of work, or based on hourly time based fees, or a combination if it suits you better – full details in our Terms of Business and Service Level Agreement document.

Yes, if it is in your best interest to do so! We’ll explain fully if we reach that stage.

By getting to know you thoroughly and getting sufficient information from you to do our job – the client/adviser relationship it is at all times a two-way street.

By understanding your Risk Tolerence and Capacity For Loss (sorry, technical terms but vital) and making sure you understand these terms too.

Via whatever method suits you, not us, best – face-to-face, by email, posted reports, phone follow up, whatever is right for you.

Yes we do if you want this, and it normally costs 0.75% of the total value of the assets we agree between us that you want us to administer for you.

Again, as often as you are comfortable with – some clients require lots of review time and we provide that, some only an annual review; we will agree this between us.

Your personal adviser will be an experienced and qualified adviser, with the relevant skills that your circumstances need, who will in turn be backed up by a member of our experienced back office team.