Why choose us?
It’s important you feel confident in putting your trust in us. Here are a few reasons why we’re different…
Our independence
Unlike many advisers, we are independent. This means that we have access to the whole marketplace, and we aren’t restricted to a limited number of products from a certain number of companies.
Our fees
Unlike most advisers, we don’t charge large upfront percentage fees. Our fees are typically fixed at a highly competitive amount. We don’t believe an individual should be penalised for wanting to receive quality advice or to move from their current adviser.
Our service
We take the time to listen, ensuring we understand what motivates you – your aims, objectives, fears, and concerns – so we can fully appreciate what matters most. This allows us to provide quality advice tailored to your needs.
Our experience
With more than 70 years of collective experience, our leadership team understands what good and bad service looks like, and the difference between average and market-leading solutions. Our advisers are subject matter experts, providing informed guidance in an ever-changing world.
Our values
Our culture and values create the foundation of our business and the energy that motivates us as we advance your financial future. Our culture and values influence how we think, how we work, and how we deliver a service to you.
Our focus
People will always come before products. It’s you that we do this for, and our mission is to help you achieve financial freedom and feel secure about your future. It’s at the core of all the work we do, and you’ll see it from the moment you start working with us.
Over the many years we’ve worked together, Jonathan’s professionalism, knowledge, and service have been of great reassurance. His Chartered status is a testament to his excellent financial planning acumen. He has been fundamental in helping us achieve our objectives. I would recommend Jonathan to anyone in need of a very good adviser.
When I first met Jonathan, my affairs were complex, required considerable review and adjustment, and I had specific objectives to achieve. Jonathan has surpassed the original objectives. Regular meetings, combined with many “Can we have a quick catch-up" calls, have ensured I have a hugely reliable partner who I can trust.
We couldn’t recommend Jonathan more highly for his understanding, supportive, and expert approach in advising on our pension and investment options. He’s always been very responsive, courteous, and sensitive in all interactions and explained complex areas in layperson's terms. We look forward to many more years of having him manage our financial affairs.
Jonathan has been my financial adviser for more than eight years. He’s always been extremely knowledgeable and professional, and I value his exceptional skills in explaining complex financial matters clearly. He has a very friendly, calm, and warm personality and always goes the extra mile.
Jonathan has been advising me for several years on my pensions and retirement income solutions. He is a true professional, and his recommendations are well thought through and are specific to me.