As an Award winning firm of Independent Financial Advisers we provide advice and products from the whole market that are most suited to our clients need.
Prior to becoming a client, we will provide an initial meeting at our cost with no obligation for you to take up our services.
If you chose to engage our service we will only advise and make a recommendation after we have assessed your financial needs with all Fees being agreed prior to any action being taken. This approach reflects our Bespoke Financial Service provided to our clients.
For those clients who wish to engage our service via a commission payment basis please note: It is our belief that the majority of clients would benefit from having life assurance policies underwritten with no commission being paid direct to the financial advising firm. This is because the client can make significant savings on the premiums, typically saving 25% + on the monthly cost of the contract.
Whether our clients wish the Firm to be paid by a Fee, which is our recommendation, or Commission the payment choice will be discussed upfront and determined by the client with full payment disclosure options provided before work is commenced.
