Our Firm
Our ethos is founded on:
Putting the client's financial interests first. This is our principle philosophy and is borne out of many years' experience working in a professional practice environment.
Independent professional standards. All our Financial Planners are authorised by the Financial Services Authority (FSA) and are members of the Personal Finance Society (PFS). As members of the PFS we adhere to its Code of Ethics and Conduct. The majority of our Planners are qualified beyond the minimum required by the FSA.
A transparent fee-based approach to charges. We distinguish between giving financial advice and effecting investment transactions. Having received financial advice from us, clients are under no obligation to effect any transactions. Our fees take account of the time spent, or likely to be spent, in carrying out the work, the complexity of the work, the skills of the person doing it, and our liabilities and regulatory obligations in respect of the work.