In our experience, people prefer to have a personal, long-standing relationship with their adviser, particularly when taking financial advice.
Your adviser will act as a project manager, overseeing all aspects of your financial planning. They will either address each planning component themselves, involve a colleague with specialist knowledge or engage the services of a trusted external partner when appropriate.
We will always to look at your individual situation on its own merits, with discussions on a one-to-one basis. We will formulate a plan that considers your overall objectives, both immediate and long-term, which doesn’t just concentrate on the individual elements.
Winner of Best Critical Illness Intermediary at the Health Insurance Awards 2009 & 2007
Winner of Individual Protection Adviser at the Protection Review Awards 2011
FT Adviser Online Service Award – Small Adviser Firm of the Year 2013
Winner of Best small protection adviser at the Money Marketing Financial Services Awards 2015
Winner of Best Protection Adviser at the Moneyfacts Good Advice Awards 2009
Winner of Best Protection Intermediary at the Health Insurance Awards 2010 2011