ABOUT US

We are a small firm of Independent Financial Advisers based in Wiltshire, who provide comprehensive advice on all aspects of financial planning.  We offer advice and services to individuals, businesses and trustees.

We have considerable knowledge and more than 15 years’ experience in the financial industry, which we use to your advantage.  Over the years, we have helped many clients to achieve their goals.

We comply with strict FSA guidelines, which require us to provide advice most suited to your personal requirements, affordability and your risk profile.  We have professional indemnity insurance in place; and we are registered under both the Consumer Credit Act 1974 and the Data Protection Act 1998.  We hold all relevant licences.

The financial services industry has seen significant changes over the last few years which has made things more difficult when trying to take steps to secure your financial future. We help to take the pain away from this process, brushing aside the jargon and inconvenience of seemingly endless paperwork – we take care of that side of things for you.

We offer ‘Whole of Market’ advice which means that we offer products from the entire financial marketplace, and are not restricted to a limited number of companies, unlike many financial advisers.  Not being ‘tied agents’ means that we can locate the financial product that suits your exact requirements.  It also means that we can offer you a choice of how to pay for our services.  This could be by an agreed fee, commission from the products purchased, or a combination of the two.

Being part of the Sesame IFA Network means that we have access to exclusive products and services, which are not widely available.

HOW WE CAN HELP

We believe in getting things right first time, which is why we offer all our new clients a free, no obligation, comprehensive financial review. This allows us to get to know you, and for you to tell us about your personal and financial circumstances without feeling pressured. After all, only by knowing the full picture, can we provide quality financial advice that is right for you.

Our client meetings are arranged at a time and place to suit you.  We offer face-to-face appointments, which usually take place at your home or place of work.  Or if it’s more convenient, we can speak by telephone.  During our meetings, we establish your specific requirements, before using our knowledge and expertise to carry out research to locate and recommend the best available products to meet those needs.

Our expertise, flexibility and willingness to go the extra mile all help to ensure that our clients receive a first class service.

The majority of our clients reside in the South West of England, but we have clients based all over England and Wales.  Using technology, we can offer our services throughout the UK.  The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.