Independent, which means we can advise you on products from the whole of the market. Perhaps more importantly, we are fiduciary. Click here to find out more.
Yes. You can click here to view our entry on the FCA register.
We advise on all areas of financial planning. However, we won’t place clients into cryptocurrency, P2P, UCIS, UCITs or other similar unregulated products.
We provide comprehensive financial planning, not product sales. In addition, we’re transparent with our fees and have a duty to put your best interests first. Read more about it on our fiduciary page.
It’s very much a team effort, and you will be in touch with at least three people:
- Client Co-ordinator: Your day-to-day point of contact
- Paraplanner: Provides research and analysis
- Planner: Provides regulated advice
Yes, our principal Financial Planner, Brian Hill, holds the advanced qualification for Pension Transfers. We are authorised by the FCA to provide advice on defined benefit transfers.
A lot! All our advising staff are appropriately qualified for their role, and where necessary also carry additional qualifications in Long Term Care, Mortgages & Equity Release and Pension Transfers.
In addition to this, every team member accumulates no less than 35 hours of Continuing Professional Development each year. In reality, it’s well over 100 hours per person.
We work with many providers across the UK; because we’re an Independent firm, we’re not restricted to any single provider or panel of providers. If appropriate for your circumstances, we’ll advise you to consolidate your finances across one, easy-to-use platform. We never accept commissions or inducements from product providers.
Get in touch
If you would like to know more about working with us, please call on 01225 775923, email firstname.lastname@example.org, or complete the form below: