We listen to our clients. It is vital that we understand your financial needs. We help you plan for the future and we aim to communicate our recommendations clearly and without jargon. We will not make any recommendations unless we believe they are right for you in your individual circumstances. We are regulated by the Financial Conduct Authority. At the heart of this is the obligation to treat customers fairly. Our advisers are members of the Chartered Insurance Institute and the Personal Finance Society. Chris is also a member of the independent ratings site Vouched For†which enables clients to post independent reviews of our services. Vouched For have designated Chris one of the Top Rated Advisers in the UK†in 2014, 2015, 2016, 2017, 2018 & 2019. If we agree to take on your case because we believe we can add value†then we will offer an initial appointment at our expense at our offices in Maghull. We use this meeting to gather information to enable us to identify whether we can help you. The initial meeting also enables you to determine whether we are right for you. We will explain how we research the whole of the market for the best product for you, and we will provide you with details of how we charge for our services. There are no hidden charges. You will never incur charges unless you have agreed a fee in advance.
