About Us:

We focus on providing a service that benefits you, and which is tailored to your individual circumstances. We believe that we can only do this effectively by making the following commitments:

We will treat our customers the way they want to be treated:

We put our clients needs at the heart of everything we do. Above all, clients must be treated fairly and provided with the level of service that we have promised. Our clients should also expect to be dealt with in a professional and courteous manner at all stages of the financial planning process,and to ensure that we continue to meet the high standards that we set for ourselves we will ask for written feedback from our customers.

Find out more about our Treating Customer's Fairly (TCF) policy..

We will research the whole market to find the best solutions:

We  provide Independent Financial Advice on products and providers from the whole market and we will provide evidence that our recommendations offer the most appropriate  solution to meet our client's needs. We have developed set processes to ensure that our research is of a consistently high quality and based on a fair analyisis of the relevant market. 

Find out more about the meaning of Independent Financial Advice..  

We will uphold the highest professional standards at all times:

Our Advisers must undertake a programme of continuing professional development, sign up to a code of ethics and hold a Statement of Professional Standing (SPS) from an accredited professional body as evidence that they meet the criteria for giving professional financial advice. Our advisers must also take every step possible to ensure that our client's are treated fairly and in accordance with our code of ethics. 

Find out more about our code of ethics..