The traditional financial advisory business model is based on the assumption that following an initial consultation, a client will buy a financial product from the adviser resulting in a commission payment to the adviser.
We believe that this business model is fundamentally flawed as the cost of providing the advice hinges entirely on a product sale. What if the most suitable solution is that you invest your money in a savings product that does not pay commission?
As professional financial planners, we believe that financial planning is not about products. Our approach brings a refreshing change, as we help you to clearly define your goals and objectives and if appropriate implement products to help you achieve them.
All of our services are provided on a transparent adviser charging basis, with all costs agreed with you in writing before any work is undertaken. This ensures that you know what we will be advising you on and what you will be paying for the advice, before committing yourself. Many of our established clients take comfort from knowing that there are no biases created through reliance on commission payments.
This is a subtle but important difference which ensures that at every step of the process, we put your interests first.
If you wish to make a positive difference to your finances, please feel to call us on 01626 833225 or
email us to find out more or to arrange an initial complimentary meeting.
We can also offer telephone based support as well as more traditional face to face meetings.