Independent advice and access to the entire financial market – Your financial portfolio is carefully managed by experienced professionals…
We have our fingers on the pulse of the financial markets
We need to identify your attitude to investment risk or “Risk Profile” before we can determine suitable investments for you and the appropriate asset allocation for your portfolio. All funds and products that we recommend are taken from our approved panel. We follow a rigorous process to put this together, and it is under regular review to ensure that only the best make the grade.
Once the product and investment fund(s) have been selected, we will then look for the provider who offers them at the most competitive cost. Any provider we consider is subject to extensive due diligence.
Support for those who like to go it alone
We understand that some of our clients are independent spirits; with the vast amount of information out there on the Internet, it takes time, experience and judgement to make the best use of it. If you enjoy managing your own portfolio, we can be here to support you and provide a second opinion or sounding board any time you are wondering about a particular fund or investment.
We never dance to anyone else's tune
We’re here to make sure you get the best possible advice, and we believe complete independence helps us achieve this. As we're not tied to any provider, we can continually study financial products from across the whole of the market. This means that we can find the right solution for you. You are unlikely to receive impartial investment advice like this by going to your bank or building society.
Start planning your financial future now - call us on 01539 725855