About Us...
We are an established firm of Independent Financial Advisers based in High Barnet, Hertfordshire that has established its business over the years by being referred on to friends, family and working collegagues. The team of advisers provide advice to both individuals and companies on all aspects of financial planning. Advice is provided on an impartial basis having researched from whole of market to identify and present the most appropriate solution to your financial needs.
We firmly believe in the life time value of our clients and our approach is to offer you a level of service you can depend on and trust. Our long term approach enables us to fully understand your needs and objectives.
As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, mortgages, retirement planning, and inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs supported by our administration staff.
We provide advice and help following a personal / business Financial Planning Questionnaire which can take place at a mutually convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review and recommendation.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in us fully disclosing our fees in an open and transparent manner. Full details of our fees can be found in our Client Agreement on our Home page.
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