A Simple Fee Structure With No Hidden Costs.

We cover the cost of the first consultation. This may be by phone or face to face. In this initial chat, we aim to discuss your needs and goals.

We are a father and son financial adviser team with over 40 years of pension experience. David & Matthew have been awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII). This is the industry's gold standard for individuals and firms of financial planners. David and Matthew have also passed the Advanced Diploma in Financial Planning and the Fellowship programme with the PFS which is the highest qualification awarded by the CII. Only a small percentage of advisers in the UK have achieved this status.

We believe this extends to how we are remunerated and treating customers fairly.

HOW WE ARE PAID

After your initial consultation, we will provide you with a 'service and payment agreement'. Our remuneration is agreed on a fixed amount so you know from the outset what costs are involved. Our fees are normally paid through the product provider, known as an 'adviser charge' or direct from the client if you prefer. Please get in touch to request a copy of our guide to our services. We are transparent with our costs and always provide a service agreement in writing before proceeding.

To find out how we can help or arrange a home visit please contact us on 01698 815 006

We pride ourselves in giving our clients a first class service and independent financial advice they can trust. Our CUSTOMER COMMENTS speak for themselves.