• When we meet a prospective client, we conduct an in depth Fact Find to assess their needs. If required, a report is then produced on your behalf. We receive payments for our work either by commission or by way of a fee if you prefer.
• You will be kept up to date with developments in the Financial Services industry via our regular newsletter and you may contact us at any time.
• We provide assistance with our client’s tax affairs where it is required.
• We carry out regular reviews with all of our investment clients, making sure their investments produce the best possible returns.
• We are approachable and able to provide independent and impartial advice.

The Need For Indepedent Financial Advice
We feel it is imperative that you have independent advice in guiding you through the maze of financial products available. Important questions need to be answered when considering investment proposals:

• Product Suitability: Is it right for your financial needs?
• Financial Strength: Is the organisation financially sound?
• Investment Track Record: Has the financial institution a good long term performance record?
• Charges: Are they competitive?
• Administration: Is the company efficient?
• Service: Is the company committed to continually improving its service?

We follow a rigorous process analysing those products which we consider suitable before making a recommendation to you. We believe a contract must meet and exceed certain key performance indicators that we have set in the six key areas as listed above.