The areas of advice we cover are very broad and are explained in the menus above. The nature of our advice, however, is independent and regulated – specifically, we are regulated by the Financial Conduct Authority. This means that our clients benefit from regulatory protection covering the services, products and advice we provide and also provides peace of mind that they are dealing with professionals who are qualified and experienced in their field.

Our charges depend on the nature of the work and are very much dependent on the clients circumstances. We are always happy to offer an initial meeting at our cost (and, it goes without saying, without obligation) at which we can discuss the advice areas you are seeking help with and we can then explain how we can help and any associated charges.

Only once we have a thorough understanding of your needs, aims, objectives and (if applicable) any shortcomings can we identify any areas we feel may need addressing. Our belief is that the biggest dangers are ‘unknown unknowns’ – those things peoples don’t know exist. By having an initial meeting, we usually understand what is concerning a client and also outline any other areas we feel they may wish to address. How we actually deal with these matters is very much dependent on the clients circumstances.

We firmly believe in the personal touch – whether that’s down to the fact we seek to deal with our clients in person wherever possible or, should there be an insurance claim for example, taking personal responsibility so that matters are resolved as soon as practically possible. If events take an unexpected turn, we are here to help and provide peace of mind – just take a look at what our clients say in their testimonials.