We offer a full fee charging service in connection with investments and pensions, and can work on hourly rates or fixed fees depending on the type of advice required.

We will always offer a free initial appointment to assess your needs and will talk you through our competitive charging structure. Using the services of an Independent Financial Adviser can not only provide you with some of the best investments in the market place, it can also save you money on charges in comparison with Banks and Building Societies. There are no hidden charges within our fee structure as we strongly believe in treating our clients fairly and we present all of our fees upfront within our fee agreement. We give all of our clients a copy of this fee agreement for their personal records.

We are members of The Whitechurch Network who provide us with professional indemnity insurance, which covers all advice in connection with investments, pensions and life insurance. Our network provider also undertakes regular checks to make sure that we comply with the FCA rules. All of our advice is also covered by the Financial Services Compensation Scheme (FSCS), which is the same protection that is supplied for deposit accounts through Banks and Building Societies, although different levels of compensation may apply. Please do not hesitate to ask for details.

Need further information? Please don't hesitate to get in touch