Our Philosophy
Declaration of independence
As independent financial advisers we have no links or ties to any one insurance or investment company as opposed to Tied Agents or Company Representatives who may only advise and offer products from the company they represent. This means that we are able to give you unbiased and objective advise and recommend the most appropriate products for your individual circumstances.
We are directly authorised by the financial service authority as opposed to being part of a network who are likely to have a prescribed narrow or limited platform of products.
Sophisticated not complicated
We have the specialist knowledge, experience and skills to guide you through the financial world with its increasing complexity and change and to interpret simply and effectively the implications for you. We devise a strategy which provides effective solutions and enables you to achieve your selected aims and objectives within appropriate time scales.
It's a bespoke service
It is imperative that we work within tax and legal frameworks. The implications of these are unique to each client and as such there will be no standardised approach to our services. We provide solutions for your needs that work throughout the many stages of your life.
A firm of specialists
Our experience, which comes from both the insurance company and independent sectors, is extensive averaging more than twenty two years per adviser. Each of them has specialist knowledge as well as being equipped to offer comprehensive financial advice.
In view of our in house expertise, we have been frequent speakers at seminars on subjects such as Inheritance Tax Mitigation / Investment and Pension Planning for:
- The Institute of Directors
- Redundancy and Retirement counselling
- Chamber of Commerce
- Accountant's and Solicitor's Clients
- Accountants and solicitors
