The chartered status is an acknowledgement of the qualifications we now hold and recognises the level of experience within the industry. This award now places the business within the top 10% of all qualified advisers nationally. The business has been established on the basis that we would always wish to offer a initial consultation at our expense with the opportunity to transact on a direct fee basis or fee payment facilitated via product charges. We pride ourselves on taking the time to understand you and your business or personal requirements on a face-to-face basis. Our independence allows us to access a wide range of different products from a variety of providers, thus ensuring our recommendations are tailored to you based upon the most suitable solution for your objectives.
