About the Business
Many advisers in the 'industry' have either exited, plan to exit or have become 'Restricted Advisers' as a result of the introduction of RDR but we continue to be Independent, meeting the regulator's requirements to use this designation. Whilst the company and each adviser has additional requirements to meet, in terms of knowledge, research and compliance, we feel that this is necessary so you know that we can access any solution in the market, which so many of our competitors cannot, and receive the best possible, unbiased and transparent advice.
Our advisers all meet the required standards and hold the required 'Statement of Professional Standing'.
One of the unique aspects of our offering is that we have developed expertise in areas that do not require the involvement of financial products and in particular insurance company products.
Location & Hours
6 Edgar Street
