We aim to exceed expectations, over-delivering on service to ensure our clients are constantly and consistently delighted with the way we manage their investments and respond to their queries.
We are experienced, high quality professionals with vast experience in the wealth management industry, able to provide bespoke solutions for a wide range of client requirements.
We are trustworthy, show empathy and genuine interest in our client's aspirations. We show patience and understanding, and explain complex information in a clear and concise way to ensure client understanding.
We are easily accessible. We aim to respond to phone calls and messages immediately; where this is not possible we respond within 4 hours as a maximum. We are reliable, prompt and friendly.
We have a distinctive approach to asset management. We use external fund managers to ensure no conflicts of interest; discretionary managers who are experts in their fields. This ensures our investment proposition is as good as it can be.
By adhering to these tenets, we aim to offer the best possible advice when you are looking for financial advice; ensuring that your money is safe, secure and provides the returns you require within your chosen risk parameters.
We aim to charge fair fees for the work we do for our clients. The fees we charge depend on a number of factors as shown below; these are examples and the exact fees payable will be disclosed to you before any work is done.
For setting up a new investment or pension, or transferring an existing plan to another provider. we charge initial fees of between 1-2% depending on the amount and complexity of the work. Our ongoing fee for managing plans is between 0.5-1% per annum.
Our standard fee for arranging a mortgage is £300. We may also receive a fee from the lender, depending on the size of the mortgage being arranged.
Life Cover/Protection Plans
We receive commission on these plans which will be disclosed to you before the application is submitted.
Find out more - email firstname.lastname@example.org, or call 01270 567709
You can also contact us via WhatsApp on 07968069652