We act in the best interests of our clients at all times, as reflected by our Ethical Policy. Accordingly, we are committed to providing a transparent fee structure, with no unexpected hidden charges and we do not receive commission from product providers in respect of any investment or pension.

We provide you with an initial meeting free of charge at which we will describe our services more fully and explain our fees. If you decide to go ahead, once we have agreed our fees in advance with you, we will:

  • Gather and analyse personal and financial information about you and your aims and objectives;
  • Recommend and discuss any action we think you should take and, with your agreement, arrange relevant solutions for you.
  • All recommendations are documented in writing.

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