Treating our customers fairly is of the utmost importance. We pride ourselves on having over 50 combined years of financial experience in our team. We take the time to appreciate that all of our clients have different needs, goals and aspirations. In today’s internet age, distance is not an obstacle when advising and can, in fact, be quicker. Obviously some customers prefer face to face meetings either at their home or in our offices. All efforts are made to suit the individual’s lifestyle when making appointments; whichever way you choose we will endeavor to accommodate you. Our specialist advisers will conduct a personal review to evaluate your needs and requirements then recommend a solution we would be happy to choose for ourselves given the same needs and circumstances. We will work diligently on your behalf to ensure an efficient and timely completion. We use the latest industry software which is updated on a daily basis, so providing up-to-date product information in an ever changing market. Our company prides itself on following the Financial Conduct Authority’s initiative on Treating Customers Fairly.
