Thank you for taking the time to visit our website. Choosing a financial adviser is an important decision and the services provided can vary considerably. To help you decide if we are right for you these are some facts you need to know:
We are proud to offer a service which puts your needs at the centre of what we do. Our business is not allied with any financial services product provider so we are under no pressure to recommend products or providers and in many cases our advice is not about products, but about financial planning and management.
You probably have needs, goals and aspirations. Not everyone finds them easy to identify and even fewer people have specific and quantifiable financial plans in place to help them achieve the outcomes they deserve. Let us help. We can help you maximise your resources, manage your risks and get where you want to be.
If you require a pension, investment or insurance product we can research the whole market and make specific recommendations of suitable products and providers to meet your needs. Where it is necessary, or advisable, we can help you monitor and manage financial arrangements to ensure they remain relevant and competitive.
We are a member of a network of likeminded “Independent” advisory firms called Validpath Ltd. We combine resources and expertise to ensure we stay at the forefront of our profession and ValidPath Ltd is authorised and regulated by the Financial Conduct Authority.
All investment advisers are required to meet a minimum qualification standard before being able to advise, but our advisers are qualified well above the minimum and have decades of experience. Please see About our people for more details
Because your circumstances are particular to you it is difficult for us to say what we can do to help without knowing more about you. To this end we offer an initial consultation, either a meeting or a telephone consultation depending on your preference. Once we know the scope of the work we are able to give you an estimate of costs and payment methods. Please see "Our Services and Charges" document for an idea of typical charges.
Generally we prefer working with clients on a long term basis and most of our clients require a level of proactive ongoing service from us to ensure opportunities are not missed and their finances are well maintained. Our service is designed to be attractive to investors who live in Kent/South East London and require a face to face and long term relationship with their financial adviser. It is possible for us to act as your agent in a single transaction if your needs are simple and this is your preference. Please see "Our Services and Charges" document for an idea of typical charges.