Why choose us

We understand that choosing the right financial professional is an important decision. In a dense market, it is important to find someone you can trust to meet your needs.

Here are some of the reasons we believe you should choose us.

We’re Independent

As Independent Financial Advisers our obligation is to you, not the product provider. As an unrestricted firm, we can recommend products from the whole market. You will therefore receive recommendations that are completely bespoke, with your best interests at heart.

We’re proactive

We are proactive in our communication and schedule regular reviews with our clients so that you can update us on any changes in your requirements. We will keep a close eye on your investments and your plan, ensuring it is watertight and ready for life’s unexpected events.

We’re experts

Our team of advisers are experts in their field, as proven by their extensive qualifications. We are a highly-qualified, experienced and knowledgeable firm, committed to providing exceptional service and support that is aspiration-driven.

We’re friendly and approachable

Our team is genuinely personable and committed to building long-term relationships with our clients. A big part of our job is getting to know you, both as a client and as a friend, in order to create a bespoke strategy that has your objectives and aspirations at its heart.

We’re local

As a firm, we have been based in Nottinghamshire for over 25 years, the last 10 in Arnold. We’re proud to be a local business and enjoy working predominantly with clients within the East Midlands area, particularly those in Nottingham. If necessary, we’re happy to travel to you at home or at your office.

We offer fair and transparent fees

When it comes to our fees, we pride ourselves on being fair and transparent. You won’t get any unexpected bills, and everything will be explained to you thoroughly before any work commences. We offer a value for money service that, in turn, adds value to the people we work with.

We’re regulated

We are an Appointed Representative of Sense Network, which is authorised and regulated by the Financial Conduct Authority (FCA). You can find our entry on the FCA register by clicking here.

What do our clients have to say?

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