• Advisers providing advice in the UK since 1991.
• Company formed in March 2003, directly authorised and regulated by the Financial services Authority (FSA).
• Whole of Market selection for all of our products.
  • Specialist areas – Savings and Investments
  • Pensions
  • Mortgages
  • Life Assurances
  • General Insurances.
• Advisers cover England and Wales.

We can offer you:

• Free initial consultation
• Face to face advice and guidance at our offices or your home
• Access to Specialist research on all products and providers.
• Advice relayed to you in plain English.
• Full research and reports on advice given.

This is how we conduct our meetings:

• Introduction, Business Card and customer initial disclosure document
• Terms and conditions of business document.
• Fee agreement Form- We can take commission from the provider or you can pay us a fee and we pass any commission from the provider on to you.
• Financial Fact Find.
• Research and recommendation.
• Presentation meeting.
• Report on advice given.
• Investment and Pension review meetings or up dates by telephone REGULARLY not yearly