We’ve experienced the culture of banks and the traditional IFA company, and we wanted to be completely different.
With a wealth of experience in banks, life companies, law firms, large national advisory firms and small companies, we’ve seen how clients are treated, and why.
The reason why is simple: financial advice firms are largely product delivery firms. The client’s need invariably came a distant second to the need to sell a product, because selling a product is how they get paid.
That’s why all our advice is independent, impartial and objective. We have no connections with any product providers and don’t take anything from them. And our remuneration is based on charging fees for the work we do, so you can always be sure we’re representing you, and no-one else.