Industry knowledge

We are professionals who will be able to offer you a wealth of knowledge, qualifications and experience that is difficult or impossible to achieve yourself. we have years of experience working with and for other professionals in the world of investment and financial management. We understand how complex financial products work and how these products may be able to benefit you.

Certified

They must be properly qualified to give financial advice. All financial advisers must have attained ‘Level 4’ qualifications such as a Diploma in Financial Planning before they can provide financial advice. They must also be able to prove they keep their knowledge up to date by having an annual Statement of Professional Standing.

Tailored & Suitable solutions

We understand every investor is different and has their own specific financial issues and goals. We will be able to provide you with a range of solutions tailored to your individual circumstances.

Exclusive products

We can review your circumstances to provide their customers with advice and recommendations, they often have access to exclusive products and deals from a variety of providers which the general public would not.

Research all options

Research is a huge part of investing and financial advisors usually spend much of their time on research – we can do all the hard work for you! When considering your particular investment needs, we will research the best opportunities. If we don’t already have the answers to any questions you may have immediately to hand, wewill establish the right answers.

Protect your family and assets

We are good at ensuring our clients have the appropriate policies in place to protect their family should anything happen to them or your money. We will discuss with you the most appropriate level of cover and the different types of plans that are available.

It is dangerous to assume that all protection plans are the same but as a lay person without assistance it would be easy to take out a plan that is not a perfect match for your circumstances. We will know your details and be able to identify the best type of plan to provide an income or lump sum to suit your circumstances at the most competitive price.

Peace of mind

The chance to relax when it comes to your finances. You can feel safe in the knowledge that an investment professional is taking care of a wide range of challenges and questions you would have otherwise have to deal with.

You’re protected if things go wrong. Whilst you won’t be able to complain if an investment you signed up for doesn’t perform as well as you’d hoped, you can complain if you’ve been given misleading information or bad advice. If you don’t feel your complaint has been answered satisfactorily by your adviser, then as long as they are authorised by the Financial Conduct Authority, you can take your complaint to the Financial Ombudsman who has legal power to put things right.

The value of investments can fall as well as rise and you may not get back the amount originally invested.