Working with you

Our service begins with a comprehensive review of your existing financial arrangements and your short and long-term objectives. We then recommend appropriate strategies, balancing investment performance with tax efficiency and cost-effectiveness. We would usually advise periodic reviews of your investment portfolio and finances to ensure that your financial needs continue to be met and remain on track.

Our advice is based on specific criteria concerning the financial strength and performance record of the companies we recommend. We take into account any issues surrounding risk, resource, any tax implications and the market conditions.

Click here to download our Client Agreement, Financial Planning Questionnaire, Mortgage Questionnaire and Keyfacts about our mortgage services documents.

Client Agreement

Privacy Statement

Financial Planning Questionnaire

Equity Release Questionnaire

Keyfacts - about our equity release services

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Independent investment, pension, mortgage and insurance advisers