Putting our clients first

Financial services has a chequered history when it comes to doing right by its customers.

Ensuring we put your interests first is at the heart of everything we do. Here are some key examples of how we ensure this.

Low upfront fee

Gives you a great deal whilst re-affirming our aim to work with you for the long term.

Incentivised to look after you long term.

Fair ongoing fees

Exceptionally fair annual fees, the percentage rate reducing with sums invested.

Fair fees - long term.

No initial fees for top-ups/switches

No new upfront fees for adding extra money or switching funds in future

No unnecessary fees

Salaried staff

Our advisers have no incentive to recommend anything other than what is best for you.

No incentive to 'sell'

No hospitality

We're busy looking after clients and don't want to feel we owe 'favours' to any provider.

True impartiality

Clear communication

We don't use smoke and mirrors to try and hide anything.

Easy to understand advice and charges