Becoming a client
Before you start working with us, it’s important that you have a full understanding of what we can do for you, how we work, and the cost of our services - as well as the laws in place to protect you as a client.
It may come as no surprise that firms that deal with money (like us!) are heavily regulated. We’ve put together some documents for you that cover all of these topics, which should hopefully give you all that you need to know about working with us.
- An introduction to our services
- Financial planning guide
- Investment guide
- Mortgage and protection guide
- Client agreement document
- Mortgage and protection client agreement
- Data protection notice
IFA ongoing service levels to suit your needs
Your financial aspirations and life goals are unique to you. That’s why it’s important that the service you receive from us is bespoke. We offer different ongoing service levels for financial planning and wealth management with differing fees and various flexibilities so that you can have precisely what you need.
It’s an IFA service that’s as individual as you are.
Want to talk it through or have a question?
