Face-to-face is much better than over email.
So wherever possible, we’ll always try to meet in person.
The most important part of finding the right Independent Financial Adviser (IFA) is knowing that they can be trusted with your money. We offer truly independent and professional advice suited to our clients’ financial goals and appetite for risk. Ultimately, we’re here to make the most of our clients’ money.
Our advisers can work in partnership with Hugh James lawyers, which means our clients benefit from the experience of a UK top 100 law firm that’s over 50 years old. It is our dual regulation that ensures any advice given is backed by not only the Financial Conduct Authority but also the Solicitors Regulation Authority, giving you peace of mind that your savings are protected.
We provide professional and bespoke tailored solutions on all aspects of financial planning to both private and corporate clients including:
- Investments and wealth management
- Individual and group retirement planning
- Inheritance tax planning
- Income and life protection
- Business protection
- Equity release