Connect with an Independent Financial Adviser

Our site is not regulated. Our aim is to inform, educate and, if we have done our job properly, inspire you to further action. But we do not give individual’s advice.

If you make an enquiry, it will be dealt with by a fully regulated independent financial adviser who will handle your enquiry directly with you. Once you make an enquiry across our web site enquiry centre we will immediately contact an appropriate regulated financial adviser, one of our affiliates, to deal with this with you. We continue to monitor the enquiry for quality purposes and to make sure that you are looked after and responded to quickly and efficiently, but the affiliate adviser will handle your specific request/enquiry.

In this case, we are rather like your family surgeon that deals with your health requirements and refers you onwards when specific specialised requirements need to be met. We receive all the enquiries and pass them out accordingly.

Our most popular service is our fund / portfolio review.

Financial Investment and Advice Services

This is the financial investment and advice service that allows our affiliate advisers to receive information from you the details of your investments or plans and then prepare a full report of what they are worth, how they have done, what you should do about them moving forwards and what all your options are.

Just like any other audit of any sort this aims to give you all the facts and figures and a comprehensive summary of your options, in this respect it is both backward looking and forward looking.

Our financial investment advisers will be experienced in dealing with the companies that offer investment products and will have access to key people in these companies, this means that information gathering which can sometimes be difficult for an individual is very much easier for the adviser. Many of the problems associated with such plans comes from the very real problem that individuals holding the investment cannot get easy to understand information or answers to simple questions.

All of the financial advisers handling your investment enquiries will be experienced individuals who will be trained in these key areas as well as many associated areas, such as general with-profits, tax planning, pensions and wider financial services matters.