We are Independent Financial advisers and will
act on your behalf for the purposes of arranging and advising on pure protection, investments, pensions, mortgages and general
Our job is to help obtain the
most appropriate solutions for you that meets your needs, to keep you informed as to the changes that may affect
you. Review your holdings and policies to ensure that they continue to meet your needs, recommend changes when required
and explain those recommendations to you as and you require.
Under the terms of Financial Conduct Authority regulation, we will classify you as a Retail Client for Investment
Business and will act in your best interests at all times.
We may also advise on products and services which are
not regulated by the Financial Conduct Authority. We will tell you where this is the case.
Unless agreed otherwise in writing we will not be obliged to review in the future any investment or policy that we
have arranged for you.