Why independent advice?

Providing an unbiased view at all times enables us to:

• recommend companies with good financial strength ratings
• research investment funds’ historic performance, future growth and income prospects
• review providers, products and charges to ensure you receive value for money
• evaluate new products for the most up-to-date solutions
• undertake regular reviews of previous financial solutions to ensure they are still right for you
• when appropriate work with and/or recommend solicitors, accountants and other professionals to help achieve the most efficient financial planning for you