There are many versions of a fee based service but we believe the only way to deliver genuine advice to our clients is by agreeing a fee paid by our clients directly to us. In delivering this type of fee based advice it enhances the value of all and any of our client's terms.
Whilst the emphasis is always on advice rather than on product, where that advice results in a product we believe it is then our responsibility to deliver the best value product in all circumstances.The value of any investment may go up and down and on this basis by definition cannot be controlled.
Whilst the emphasis is always on advice rather than on product, where that advice results in a product we believe it is then our responsibility to deliver the best value product in all circumstances.The value of any investment may go up and down and on this basis by definition cannot be controlled.
Services
This philosophy is reviewed on a regular basis. We constantly consider the views of the FSA, industry figures, product providers and support companies in researching our approach. So far we remain of the view the philosophy we started with eleven years ago remains the most appropriate for our clients.
Though the company specialises in pensions, we will be happy to provide guidance and advice in most areas of regulated activity. We will not provide advice in any areas which are not regulated by the Financial Conduct Authority. We will be happy to give specific guidance and advice on products but we believe that any meaningful help begins with Financial Advice and an overview of our client's financial position.
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