Why are we different?

Our philosophy is built around developing long term relationships with our clients to build a loyal and satisfied customer base. We achieve this through continually setting higher standards in technology, service and compliance.

So let’s take a closer look at what makes us special…

Independence – We are not restricted to offering the products and services of only one company (like many tied advisors). This allows you freedom of choice and value for money.

Tailor made solutions – We appreciate that every client is an individual with different needs, attitudes and aspirations. We place great emphasis on dedicating quality time to fully understanding our client’s needs. This ensures that our recommendations, from your overall financial portfolio right down to your individual product and fund choice, is tailored specifically to your requirements.

Technologically advanced – Key to providing our client’s with the best advice possible is employing the latest research tools and advanced software systems. We apply risk profiling and asset allocation techniques for each individual client which places us at the forefront of portfolio planning.

Service – We place great emphasis on employing the very best staff and office systems which allow us to deal with your requirements promptly and efficiently. Just let us do the hard work, whilst you sit back and relax knowing that you are in safe hands.

Quality of advice – We are members of the M&E Network Ltd, one of the largest and longest established network for financial advisers in the UK, with over 5000 members. This means we have access to all the training, research and technology available in the market to ensure the advice we give you is of the highest standard. And you can sleep peacefully at night knowing that every piece of advice we give to our clients is continually monitored to ensure it is strictly compliant and adheres to strict regulations set out by the Financial Services Authority.

Guaranteed Annual Reviews – we appreciate that personal circumstances change all the time which is why we endeavour to meet up with you at least once a year to review your arrangements and ensure that your objectives are being met.

Our Partnerships – we continually look to expand our range of services so that we can provide a solution, whatever the financial matter. This has led to several partnerships with leading firms of accountants, solicitors and legal services such as Independent Accountants in Scotland and Legal Services Network. As our client you can remain confident you are receiving choice, value for money and a first class service.