Why engage with us?

There are three major issues to consider when selecting a financial planner; whether they can access the whole market on my behalf to ensure I can make an informed choice, whether they are suitably qualified and how much will it cost?

  • We are Independent
  • We are Chartered Financial Planners
  • We operate on a fee basis confirming costs before engagement

As of July 2020 we are now part of Richmond House Wealth Management. Full details are available at www.richmondhousewm.co.uk

Making big financial decisions is outside of most people’s comfort zone; most need help in establishing a strategy and plan. We often work in concert with accountants and solicitors to offer “joined up” thinking to clients so vital in achieving financial planning goals.

There must be a sense of value in the work we carry out for you and while price is a factor, our remit is to cut through the bewildering amount of “free” information that is readily available and put this into context for you and your family.

We are directly authorised with the Financial Conduct Authority and members of the Institute of Professional Will Writers (IPW) and we adhere to their code of conduct. As a Chartered Planning Firm, we also adhere to the CII (Chartered Insurance Institute) Code of Ethics to ensure your “best interests” are always served.

CII code of ethics