Because we operate a Fee Based approach we are able to offer a truly independent service with all commissions rebated to our clients. This therefore means that the emphasis is on Service as opposed to a Product bias.

We offer a full range of services to our clients, including:

  • Investments (onshore and offshore)
  • Retirement Planning
  • Protection
  • Mortgage Advice
  • Tax Planning

 

An added benefit of using a ‘Service' Model (rather than a Product Model), our clients will benefit from the following:

  • Investment on systems to support an ongoing review of each Clients' financial portfolio. This enables us to spend more time with our clients and hence supporting the long term client relationship
  • Truly Independent advice - No commissions are taken from the investments, instead a clear fee based structure which works in favour of both the client and the adviser.

 

Your home may be repossessed if you do not keep up repayments on your mortgage.

For mortgage advice we can charge a fee of 0.5% of the loan amount or we can receive commission from the lender

 

Investments

Retirement Planning

Savings

Protection

Mortgages