About Us
We like to build up a good relationship with each of our clients, where we know them and where they know us and trust our approach. This section therefore sets out to give you information about us, our advisers, our fee basis, Terms of Business - whatever you want to know about us.
Our ethos is founded on:
Putting the client's financial interests first. This is our principle philosophy and is borne out of many years' experience working in a professional practice environment.
Independent professional standards. The principles of the International Financial Planning Standards Board (FPSB) are the framework for developing financial plans for our clients. This means that we apply consistent, independent, high quality standards, and you benefit from comprehensive tailored advice, subject to regular reviews. We also adhere to the UK's Institute of Financial Planning code of ethics and professional practice.
A transparent fee-based approach to charges. We distinguish between giving financial advice and effecting investment transactions. Having received financial advice from us, clients are under no obligation to effect any transactions. Our fees take account of the time spent, or likely to be spent, in carrying out the work, the complexity of the work, the skills of the person doing it, and our liabilities and regulatory obligations in respect of the work.