We can provide you with a written quote before you start the initial advice process
We charge fixed fees so you will know what you are paying.
We are not owned by a big bank, insurance company or external financial planning group.
Satisfying our clients’ financial needs is our main priority, not meeting sales targets.
We provide solutions, we do not sell products.
We have access to unique investment research.
One Off or Packaged Solutions
We can provide a solution for one financial need or we can provide a range of financial services to meet your overall financial planning needs.
Having our own financial planning licence helps us to be nimble so we can tailor a solution to your unique situation.
Reduce your fees
We will use personal risk insurance commission to reduce the fees you have to pay to us.