Why Choose us?
We are proud of the service & advice we provide
Our Passion For What We Do Transfers Into Our Success and Guidance
Refreshingly Different In Our Approach To Client Service, We Will Never Take You For Granted. We Believe In Rewards For Success, Not Failure.
Ensuring our clients receive an optimum service means we have no bias towards a particular product or investment. Our advice will be based entirely on what is most suitable to meet our clients circumstances.
We are independent financial advisers (IFA) offering advice on a wide range of services from across the whole of the market.
We are one of only 350 Chartered Financial Planner firms in the United Kingdom, which means we have achieved and continue to maintain the highest standards within our industry. We were named Chartered Financial Planners of the Year 2010.
We know that we will be judged on the service we provide, so if for any reason you are unhappy with us, you can move your assets away from us without fee, penalty or lock in period.
All our staff follow professional development programmes and we currently have 5 Chartered Financial Planners within the firm with all advisers and paraplanners expecting to achieve that status in the near future.
All our advisers are qualified Pension Specialists, meaning they have attained the specialist knowledge to advise you on all aspects of pension planning.
"We feel you are trustworthy and honest in dealings with us. We also understand some items however we can always ask or listen to Paul's expertise."− Paul & Margaret Berry
"At last a Financial Adviser who fully understood my pension needs. A credit to your company."− Terry Lloyd, Northampton
"We had become quite worried about our portfolio of savings, we now feel like we have some direction to follow."− Paul & Helen, Peterborough
"Kieron has been very patient and very professional in undertaking our current and future financial planning."− Peter & Sharon, Oakham
"Transactions all done in a timely manner and I like the facility where I can check online how my investments are doing."− Adrian Forsell, Market Harborough
"I cannot praise and thank my current Financial Adviser enough for helping me sort things out, I now have peace of mind. Thank you."− John Willers, Wellingborough
"We found his manner very pleasant in the way he explained our options, very helpful."− Mr & Mrs Hartley, St Neots
"We feel we were treated with respect from all of the team especially Kieron who treated us so well; we feel very confident in the advice and the investment we undertook."− Mr Devenney & Ms Winters, Corby
"I had little or no knowledge until I met Mr Dawes, I now know as much as I think I need to know. Many thanks."− Mr Eastland
Discretionary Investment Management
We provide this service in house, we do not outsource this to a third party. This means you can access our investment management service without incurring additional third party costs and you can speak directly to us about the performance of your portfolio knowing that we are highly qualified to manage your investments and are not reliant on finding out the answers from someone else.
Free Initial Meeting
We understand that entrusting your finances to us is a huge decision and as such we offer all prospective clients a free, no obligation, initial meeting. This is an opportunity for us to discuss your circumstances, find out if we may be able to help you and most importantly allow you to decide if you wish to use our services.
No Minimum Requirements
We don’t set minimum investment criteria. We worry that not enough people will have access to independent financial advice in the future and as such we will speak to any prospective client without the constraints of minimum criteria. Very often it is in the areas clients think least about, such as family protection, that we are able to help the most and as such we won’t turn you away without an in depth chat with one of our advisers to ascertain your needs.