headerimageTruly Independent Financial Advice…

We are an independent financial adviser firm with experience in advising clients dating back to 1992.  We offer a broad range of services and advice on mortgages, pensions, protection, savings and investments to clients throughout the UK, but primarily in London and the south-east.

We are committed to providing a professional, personal service to all our clients and to form lasting relationships with them.  Every client is different and we, therefore, ensure that our recommendations to you are tailored to your individual requirements and needs, to minimise your financial concerns and maximise your security.

Our charges can be met in a number of different ways, depending on the nature of the advice we give. If it relates to pure protection, we can be paid by a fee, commission paid by the product provider (if, as result of the advice we give, you buy a financial product), or a combination of both fee and commission.

For mortgage advice, we can be paid by commission from the lender, or we can charge a fee of typically 0.5% of the loan amount.

For all other types of business, we will agree a fee with you which may be paid either directly by you or, where we arrange an investment product for you, from the funds invested in that product.

Our initial meeting is always free of charge, and during that meeting, we will agree with you how you would prefer to pay us. We will always tell you in writing about any commission we earn. We are happy to arrange to meet you at our offices, your home or your place of work, whichever is most convenient for you.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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