Welcome

Authorised and regulated by the Financial Services Authority.
The FSA does not regulate all of the products and services we provide.

We are subject to the stringent regulations of the Financial Services and Markets Act 2000 and authorised and regulated by the Financial Services Authority. As independent advisers we are not tied to financial institutions so we work solely for the benefit of our clients.

	Our commitment to you:

	Through the advantage of fee based financial planning, we seek to empower you to make the best financial decisions possible.
	To provide totally impartial, independent advice - separating the advice process from the sale of products.
	To enable you to achieve life goals through the efficient management of your finances.
	Your interests come first at all times.
	To demonstrate value and worth in your life.
	To always act professionally and with integrity.
	Our team based service will be delivered in a friendly, courteous and responsive manner.
	Complete confidentiality.
	To meet timescales set, or to inform you if these cannot be met.
	Always be transparent in the fees we charge.
	As client feedback is important to our development and improvement, we welcome your ideas, comments and suggestions.

	Your commitment to us:

	You will be open, frank and honest with us at all times.
	To inform us immediately of any concerns that you may have.
	To provide us with any information or documentation required enabling us to deliver our service to you within the agreed timescales. Accepting that failure to do this could delay or impede financial solutions/strategies.
	To listen to advice given by us albeit reserving the right not to act on this advice.
	To settle your account with us as agreed.