What we do
We are fully qualified Independent FCA authorised advisers
We are a highly qualified team of experienced FCA Authorised financial advisers. Well placed to provide you with fully independent and impartial expert advice, and access to all the best product providers.
There will probably be times in life when you're not sure what to do with your money or what decisions you should be making about your financial future. There are many thousands of different financial products on offer and choosing between them can be mind-boggling.
Whether you are looking to invest for your future, minimise your tax, are looking to retire, find a mortgage, release equity, or simply wish to review your, your business’s, or your family’s overall financial position, we are here to help. Our expert advisors provide clients with impartial & unbiased independent financial advice in all areas of finance, including:
- Tax planning
- Later life planning
To provide the appropriate advice we first need to understand your current position and your future aspirations. Once we understand the products you may already have, and have established a clear view of your current financial position, we will then be able to establish your needs & preferences and the goals you are aiming to achieve.
We will then be able to provide you with the most suitable unbiased & independent financial advice, and a whole of market choice of products to help you achieve your desired goals. Our financial advisors will always act in your best interests to ensure that you can make important decisions about your finances with confidence.
Our financial advisors will always act in your best interests to ensure that you can make important decisions about your finances with confidence.
We have a wealth of experience, and all the qualifications necessary to be able to provide advice in all areas of finance. We have the necessary specialist financial qualifications to cover all areas including …
- Personal Tax (CII) / J01
- Chartered Associateship (LIBF)
- Award in Pension Transfers / AwPETR
- Certificate in Long-Term Care Insurance (LIBF) / CeLTCI
- Certificate in Regulated Equity Release (LIBF) / CeRER
- Advance Diploma in Financial Advice (LIBF) / AdvDipFA
- Certificate in Long-Term Care Insurance (CII) / CF8
- Advanced Cert Mortgage Advice & Practice (LIBF) / Adv CeMAP
As a minimum advisors have to be qualified at Level 4 or above of the Qualifications and Credit Framework (equivalent to the first year of a university degree), and also need to have an annual Statement of Professional Standing (SPS). Additionally, depending on what areas are covered, other specialist qualifications may be necessary.
Frequently asked questions
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