Our services are not based around selling financial products but focus on the advice needed to ensure such products are used efficiently and effectively to meet customer needs. Our propositions to customers are therefore built around providing a service consisting of initial advice followed by ongoing oversight to ensure that advice remains consistent with changes in the customer’s circumstances and needs.

Each service proposition is fully defined and documented so that our customers are aware of precisely what we will deliver and the standard to which this will be carried out. We are similarly rigorous in ensuring our charges are fully transparent and disclosed in a manner that enables customers, not just to be aware of the cost, but to make a reasonable judgement about the value to them.

The amount you pay will depend on the type of service you require and your choice of how we are paid. This may be a percentage of the amount you are investing, or an agreed hourly rate.




Excellent and professional service with a friendly approach to my needs.

Mr Figueirido – September 2018

Friendly approach to my needs

We appreciate the high standard of service given along with the financial expertise which gives us the confidence that our funds are in safe hands and growing satisfactory.

Mrs Simmonds – February 2019

High standard of Service