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The good news is that we do not charge for an initial discovery meeting – that is at our expense.
We like to build up a good relationship with each of our clients, where we get to know you and you get to know us and trust our approach.
Our existing clients tell us we are personable, enthusiastic, friendly, knowledgeable, available and approachable.
We're Chartered Financial Planners. Around 353 UK advice firms (as at January 2011) are at this top level.
Passing exams is not the 'be all and end all' – experience and being able to apply our knowledge for your benefit is equally important.
We adhere to an industry standard Code of Ethics (http://www.cii.co.uk/code) - not all financial planners and advisers do.
For your protection, we are fully authorised by the Financial Services Authority (FSA).
The Financial Services Authority does not regulate taxation and trust advice.
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