Why listen to us?
Whenever we offer you advice you can rest secure in the knowledge that not only are we genuinely independent but we also meet all the standards demanded of Independent Financial Advisers. Industry recognised professional qualification by examination, a programme of continuous training and competency further complements a wealth of experience.
To provide unsupervised financial advice you must have obtained a Financial Planning Certificate, furthermore all Independent Financial Advisers must obtain the CII exam CF8, to offer specific Long Term Care advice.
Today's products are designed to meet the ever-changing need of today’s world and include features to match the demand for flexibility and portability. To keep up to date is not enough simply to read financial publications and rely on experience, nor would that be acceptable to the Financial Services Regulators. That is why we have an ongoing training and competency Programme.
How can you be sure we are the best choice?
Our advice is designed to give every client the most suitable recommendation at all times. To support each transaction you will receive a full, written "suitability" confirmation letter as a matter of course. We are subject to all normal regulatory requirements, which include making all our client files available in strict confidence for external inspection to assess the quality of advice offered. Planning is a key element of proper Financial Advice and individual requirements must be regularly reviewed to assess changes in personal circumstances.
You will appreciate the choice
Once you have chosen us to provide you with Independent Financial Advice we are confident you will soon appreciate your decision. Sensibly what other choice is there, apart from a genuinely Independent Financial Adviser offering you a complete and comprehensive choice with the most professional, unbiased opinion available? |