APPROACHABLE, PROFESSIONAL, ETHICAL & INDEPENDENT FINANCIAL PLANNING
We are independent financial advisors. As such, we are not restricted to specific investment funds or providers.
We will therefore find the most suitable investment solutions for each individual client.
We use detailed research to form the recommendations that we present to you.
We approach our advice in a holistic way, which means that we will consider a range of options to meet your goals.
Recommendations are discussed with you in detail before you make any commitment to fees or charges.
We continue to invest in technology to help us continually improve our service to clients.
This includes award winning technology that encrypts and securely stores our client records,
and also state of the art research software to provide more detailed recommendations and
ongoing reviews to each individual client.
Please feel free to contact us to have an initial discussion to see how our approach might help you structure your financial planning. Our advisers are members of the Personal Finance Society and adhere to their standards for ethics and continuing professional development.
FOR INDIVIDUALS & BUSINESS CLIENTS
We provide advice to individual clients as well as corporate clients requiring advice on a range of areas including group pension and Small Self Administered Schemes (SSAS), Keyman and Shareholder protection cover.
Our head office is based in Mapperley, Nottingham and we have 2 sub offices in Warwickshire and Durham.
We have our main switchboard in Mapperley and our advisers always aim to return our client calls the same day.
We are authorised and regulated by the Financial Conduct Authority Firm reference Number 431467.