INTELLIGENT WEALTH MANAGEMENT
There are four reasons why we have grown
We provide clear, concise advice
Financial markets are complex, varied and constantly evolving. We use our technical knowledge and experience to navigate these changes and relate them back in a simple, understandable way.
We've maintained our independence
Independent financial advisors like us are not tied to one institution, so we can research all the solutions available in the market to find the best financial options for you.
We focus on a level of personal service
Our business is focused on long term relationships and making sure we are accessible when you need us. We take the time to understand you and your priorities and make sure your needs are met consistently over time.
We're frank about fees
We will tell you in advance how much our services will cost. Sometimes, this is paid by the client. Sometimes all or part of it is covered by the commissions we receive.
TALK TO US ABOUT
Occupational pension transfers
Self Invested Personal Pensions (SIPPs)
Impaired life annuities
Group/Company Pension Schemes
Commercial Property Finance
Buy to Let mortgages
Private Medical Insurance
National Savings & Investments
Inheritance tax planning
Solicitors & Accountancy introductions
Lasting Power of Attorney
When it comes to matters financial, there is nobody I would trust or rely upon more than Adam.
Chris has been excellent throughout the process. Always full of advice and speedy in his replies to our email. We wouldn’t hesitate to recommend him.
Cain explained the product fully so that we could understand all aspects, particularly the interest rates & possible drawdown…would recommend him & your company to others who could be interested.
Their customer service is not only delivered to a high standard but is communicated in a down to earth style which isn’t confusing you with financial jargon, unlike so many other companies.
I have always recommended them to friends and family and will continue to do so, as it is rare to find such a helpful organisation that understands the importance of delivering excellent customer service.