Our Service Proposition

Our Service Proposition

As a firm of fee-based, wholly Independent Financial Planners, our aim is to develop a long term partnership, providing you with timely and valued wealth management advice.

People seek financial advice for a variety of reasons, whether that is to address a specific issue which, for example, could be a need to provide life cover, too much cash earning little interest in a bank account, you are about to retire or perhaps it is just for a general service i.e. reviewing your current situation and whether you are likely to achieve your overall objectives. Whatever your reason for seeking advice everyone wants to know what to expect.

In order to clarify the expectations of all parties and to provide transparency of charges, we set out in our consultative process the services available and associated costs.

Get in touch