Every client has a very different set of circumstances so we cannot offer general advice on a website. We think we can help you with your unique situation and would first of all recommend you take advantage of our offer of a meeting. This will allow us to sit down over a cup of coffee and listen to your circumstances, goals and your current situation. With our expert advisers on hand, we may also identify other areas you may not have considered.
We will always put your best interests first.
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You are interested in financial advice and therefore we need to collect a few personal details in order to communicate effectively with you, satisfy our regulator and combat financial crime. Please read our privacy notice for full of the details on how we protect, manage and use your data.
We are obliged by our regulator to gather a certain amount of information about you in order to help you.
· We will establish and agree your aims and objectives
· We will gather as much information as we can about your current situation
· We will advise you of any mandatory regulations which affects us both
· We will give you an estimate of the likely costs of the work involved
· We will agree on the next course of action
You will get the most benefit out of this meeting, if you bring along the following information with you.
We would advise you to check our registration with the Financial Conduct Authority as it is important you are satisfied that we have the correct oversight in place. Our registration number is 717874
When an adviser calls you to arrange a meeting you will also be able to check their history on this website. The FCA conducts a series of checks on each adviser to check they meet the 'fit and proper status' and qualification standard necessary to provide independent financial advice.