Located in Lincolnshire the company, although regulated directly by the Financial Conduct Authority, is an independent financial advising business (IFA) which currently manages in excess of £27 Million of client investments. Providing a high level of personal service is a key company objective and therefore the number of clients managed at any given time is carefully controlled. An ongoing process which helps you make informed decisions about your finances, be that cash or assets, which can help you achieve your future objectives. It will reaffirm your understanding of the various assets that you may hold and ensure that these are appropriate to your objectives. For example, some unit trust investments may perform better over a longer period of time compared to some investment bonds which may have a shorter maturity period.
