We are independent

Our independent status enables us to operate on an unrestricted basis, meaning we can recommend products and providers from the entire market.

As our client, this means that you will benefit from:

  • Access to the widest possible range of financial solutions. Because we aren’t restricted in the range of products and providers we can select for you, we always make the most appropriate recommendations.
  • Truly bespoke financial planning. Our independent status complements our role as Financial Planners. Because our focus is you and your goals, not products and providers, we tailor your plan to your individual needs and circumstances.
  • A service which accounts for the complexity of your situation. There is no one-size-fits-all solution to solving your financial challenges; nor do we believe there should be. Your financial situation is as unique as you. Our ability to choose freely from the whole of the market means we can cater to the complexity of your unique needs.

Essentially, our independent status means we work for you, not the provider. You can trust us to work for you and with you, putting your best interests first.