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Highest quality financial solutions
We believe that all of our staff should be as highly qualified in their roles as possible. To this end, we have three employees who are Chartered Financial Planners, and all of our support staff have achieved recognised qualifications in financial services. You have access to our entire team to ensure you get the support and information you need, when you need it.
Our primary focus is on helping you achieve your financial goals. Our expert advisers and client relationship managers will seek to understand your objectives and deliver to your needs first and foremost. Our philosophy is that we inform and inspire our clients to make the right decisions for their financial success.
We supplement high-quality personal service with the latest technology so you have access to the information you require whenever you want it. Clients have access to a WRAP, which is a sophisticated computer system which brings together all the independent elements of your financial portfolio including pensions, bonds, unit trusts, ISAs and direct shares allowing you to manage them under one interface. This means you have access to all elements of your portfolio online at any time. WRAPs cover a vast array of providers including Standard Life, Skandia, Ascentric, and Brewin Dolphin to name but a few.
Key features include:
- All of your different tax wrappers under one account, saving you money and paperwork.
- Initial charge discounts on buying funds, saving you up to 5.25% on the purchase price.
- Low-cost switching between funds and fund management groups.
- Online switching and valuations.
- Access to all of your investments with no transfer penalties.
- Ability to buy shares or Exchange-Traded Funds on the WRAP.
So, instead of having different plans with different providers and lots of paperwork, you can have all of your investments in one place. You may qualify for large fund discounts, meaning more savings, and you can pool your investments with family to take advantage of these savings.