Work with you to create a financial plan that is performance driven and meets your goals.
Assign you an independent financial adviser and make sure your financial plan remains on track.
Our clients often stay with us for 20 plus years because they trust us.
We insist that all our advisers are qualified via the Chartered Insurance Institute, from Level 4 to Chartered status.
We use a secure server to make sure all your correspondence is confidential and safe.
We will advise clients not to use an independent financial adviser if we think they don’t need one.
Client exchange helps our clients think about their life goals, instantly and from the comfort of their own homes, leaving us to do what we do best, managing their finances around them.
Our standard fee is £295. Click here for further details.
Our initial fee is between 4% to 0.5%- decreasing with the more you ask us to manage on your behalf.
For clients paying 1% of the value of their investment or pension we offer complimentary services.
For clients paying 0.75% of the value of their investment or pension we cap your costs to a maximum of £800.
Click here here for more information on all our charges