Eligible investments may be protected by the Financial Services Compensation Scheme (FSCS), subject to the scheme’s rules and limits. The protection available will depend on the particular investment…
If you have a complaint, you should first raise it with us, so we have the opportunity to investigate and respond. If you are not satisfied with our…
We have robust procedures in place to help protect your personal data and take its security seriously. We have also achieved Cyber Essentials certification.
Yes. We have professional indemnity insurance in place to cover the financial advice we provide.
You can check our details on the Financial Conduct Authority’s Financial Services Register using our firm reference number, 1049814. The Financial Conduct Authority (FCA) register shows our authorisation…
Yes. We can support you with your finances following a bereavement. We understand that this can involve significant changes to your financial circumstances and plans.
Yes. We work with company directors and self-employed clients. We can help you consider your personal finances alongside the financial decisions you need to make throughout your working…
Yes. We work with people who are approaching retirement and those who have already retired. We can provide support as your priorities and financial needs change through these…
Yes. We can help if you have inherited money. We can work with you to consider how it should fit into your existing finances and your longer-term plans.
Yes. We can work with you if you have sold a business or are preparing to sell one. We can help you consider your personal financial plans alongside…