How we work
As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximize the benefits to our clients.
On completion of our initial fact-finding questionnaire, we will be able to review your existing financial and relevant legal situation and reach a realistic assessment of your likely needs. We will then advise you on an appropriate strategy to meet your objectives.
Due to the specialist nature of our work we are able to make arrangements on behalf of our clients in areas which are traditionally very complicated. All of our proposals will be fully explained and costed so that you'll know exactly what service you can expect and how much you are paying.
It is our policy that if we also receive commission from the product provider when you buy a product , we will pass on the full value of that commission to you in one or more ways. For example, we could reduce our fee; or reduce your product charges; or increase your investment amount; or refund the commission to you.