We are fiercely independent, are owned by our directors and, importantly, are not restricted advisers. Our advice and plans are tailored to meet your specific needs rather than a need to sell you particular investment products.
We don’t manage investments, which means we are in the uncommon position of holding investment managers to account on behalf of our clients. This enables us to keep our fees low and fair. We are fully transparent on all charges and our approach.
Our firm is owned by its directors and will remain independent. We understand that the long-term success of our firm is inextricably linked to our clients’ satisfaction. We also understand that the way we treat our staff and those who work around us is almost equally important.
We have a 99% annual client retention rate thanks to the exceptional level of care and attention we offer to our clients and for those who may be interested, our RQ Ratings report - an independent due diligence report for our industry (mainly aimed at professionals but may be of interest to you), can be found here.
We think it is impossible for a single Financial Adviser to be a General Practitioner at a high enough level, but if you get the right team together, a firm can certainly be one.
Most of our team have focused on achieving very high-level technical qualifications and on gaining particular knowledge and experience in fields which not many Financial Advisers have. This enables several of us to offer several truly specialist services to individuals, which not many financial advice firms can.
We are a team of highly qualified and very knowledgeable financial advisers who have an average of over 25 years’ experience each. We aim to give you the very highest standard of financial planning advice, delivered by friendly, professional and highly qualified, empathetic advisers. We firmly believe in investing in our people and support them to achieve qualifications, and to maintain their high standards.
Our growing team of highly qualified advisers mostly hold top level Chartered or Certified Financial Planning qualifications and several also hold a wide range of additional specialist accreditations.
We operate as one team and never compromise on quality. Any client is a client of our firm, not of a single individual. We ensure you have several points of contact and crucially that you know at least two Advisers. We collaborate with each other and share our knowledge and experience mainly because we believe a this provides the best possible advice.
Care Fees Guide
We openly share our insight, and one of our most popular brochures is our Care Fees Guide. You can download a copy using the button below, or click here to read our flipbook version of the guide online.
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