Professional, long-term support


What makes us different


We believe in being transparent and flexible with our fees by offering you a choice in how you prefer to pay for our work.

Introductory meetings are always held at our cost. They are for us to help understand you and your objectives and to see if we both want to work together. We only take clients on that we believe we will add more value to than the cost of our fees.

Our fees are based on the complexity of the work involved and the time taken — so after our initial meeting we would be able to inform you of the exact costs involved. Any ongoing costs agreed can be stopped at any time without penalty — so you are never tied in to any long-term contracts.

All fees are authorised and agreed in writing by our clients so you would never receive any unexpected bills. We also never receive any hidden payments from product providers which means we’re not tied to their products and can stay completely independent.

Our fees can be potentially paid from you directly, your company, or one of your financial policies. The options available will be investigated, discussed and the most appropriate option chosen by you.

Ian is extremely easy to deal with and always follows up promptly with reports and recommendations. He is also accessible and willing to meet or discuss issues as and when required. I can happily recommend him to others.

Martin, Surrey

Ian is extremely careful, diligent and considerate in executing every aspect of his work.

Anne, Watford

Ian has been my personal financial adviser for some years. He has an understated approach - there is no big sell with Ian - and he is incredibly patient.

Tanya, London

Ian has been a trusted advisor to our family for over 10 years. Through out this time he has invested time to understand us and our financial needs, and has helped us to make key decisions that continue to shape our lives for the better.

Anthony, Kent

Ian is a very effective and plain speaker. He rationalises complex planning comprehensively and thoroughly, and presents information in a friendly and constructive manner.

Stephen – Yorkshire