|
We are an advice based practice. As such, we focus on our clients overall financial planning needs. This approach often leads us to work in conjunction with fellow professionals such as solicitors, accountants and stockbrokers.
We believe that this approach helps confirm that our primary concern is to ensure that our clients' best interests are considered from the widest perspective. The interaction of such a group of professionals ensures that whether it is taxation, direct equity investments or setting up a will or trust, our clients are provided with a cohesive solution to their individual needs.
How are we remunerated?
As independent advisers we are primarily a fee based practice. We offer a free introductory meeting of up to 30 minutes. Should a client wish to take matters further, we will then offer a choice of fees or a combination of fees and commission as a way of remunerating us for our services.
We believe that your confidence in the services we have to offer is increased by the fact that we are primarily a fee-based practice. As such, you are paying for our knowledge, skill and expertise. We therefore have no need to focus on selling you a product in order to be remunerated.
Consumer Protection
Our client files are scrutinised on a regular basis by our Compliance Officer to ensure the advice given is both compliant and relevant to our clients needs. We are directly authorised and regulated by the Financial Services Authority and as such strictly adhere to the rules laid down by them.
|
