Services

We can advise you on:

Our role is to ensure you meet - and maintain - your financial objectives and also to ensure that we put in place only what suits you as an individual; not only for the present, but also for the future.

Treating Customers Fairly (TCF) is at the heart of our culture.  If you would like to see a .pdf copy of our TCF charter please click here or, if you prefer, we will post or email you a copy.

Full details of the FOS can be found at
www.financial-ombudsman.org.uk 

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


For mortgages we can be paid by commission and/or a fee of up to £500.

The Financial Conduct Authority do not regulate some buy-to-let mortgages.

The Financial Conduct Authority does not regulate trusts, nor does it regulate estate planning or some forms of tax planning.