What We Do

We offer advice to individuals and businesses, tailoring the advice to their individual circumstances. Our clients receive a high level of personal service, not only at the outset of a relationship but also on an ongoing basis, with regular reviews and newsletters.

As Independent Financial Advisers we are totally independent of any financial institution and our duty is to act for our clients in the financial services marketplace. This duty requires us to ensure that the advice we give is impartial and any product we recommend is the best suited to a client’s particular circumstances.

Initially we will carry out an in-depth “financial health check” and discuss your current circumstances as well as your individual objectives and aspirations.

With your permission, we then obtain information on your existing arrangements from the relevant insurance companies and investment institutions.

We may then provide a detailed report about your existing arrangements and will advise you as to their suitability with regard to your current circumstances and future plans.

Once we have reviewed your current circumstances we will then put forward recommendations for any changes, improvements or new policies that we believe you require. We then process any applications on your behalf, ensuring these progress smoothly.

We also look after much of the behind the scenes administrative matters in connection with your financial affairs, for example informing companies of your change of address should you move.