You will be given details on how the firm is regulated by the FCA and the range of products we are authorised to advise on.
We offer independent advice for protection, retirement and financial planning for both personal and business needs.
For any aspect of our financial planning, all charges and fees will be fully disclosed to you. We will not charge you until we have discussed your payment options and agreed with you how we are to be paid. We will also let you know if there are any other costs that might arise in connection with the services we provide to you.
Our actual charges and fees (in pounds and pence) will be agreed with you before we do any work and we will explain your payment options too.