• We are happy to meet you in your home, your workplace, the office, or an agreed location if it can be facilitated.

• Meetings can also be conducted online.

• There are packages for working face to face, remotely or a combination of both. We try to work in a way which is most comfortable to you.

• We ask about you, your objectives, your preferences and concerns. We then make recommendations to consider.  You are under no obligation at any point.

• The initial meeting is free of charge.

• We also try our best to talk to you in plain English in a clear and concise manner.

• ​The firm uses technology to collaborate with specialist outsourced service providers for compliance, paraplanning and administration with longstanding individuals and firms we trust.

• This means that the correct job is allocated to the correct person.

• ​Working like this means there is no need for excessive overheads or empires which is reflected in our fees which we believe are sustainable and sensible.

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In Summary we work with normal everyday people and use mostly mainstream solutions/products suitable for average Joe. We don't deal with the weird and obscure for the super rich. We have no material interests in other firms. We are looking for long standing working relationships and know most of our clients inside out. I can even remember some clients postcodes - how sad is that?

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We lose very few clients because they are the firms focus. Once we get to a certain point we will close the doors to new customers.

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If you would like a copy of our disclosure documents please email us.

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