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Who are we?
We are a firm of independent financial advisers based in the West Country servicing clients across the UK. We were established in 2001 with the clear aim of providing impartial financial advice without the sales spin so often associated with financial services.  Since then, we have built a strong reputation for honest, friendly and independent financial advice.

What do we mean by 'Independent'?  Within financial services the term 'Adviser' can mean salespeople selling the products of one company, or a small group of companies. That is not the case with us.  We are not owned by any larger organisation, there are no affiliations or links to other companies and there is no bias towards selling one product over another. When we consider our advice to you, we will do so only after detailed research of all the options in the marketplace.

Indeed, our charging structure has been specifically designed to ensure we earn the same income regardless of product provider. That feeds into our independence and gives our clients the confidence of knowing there is no commission bias. For a more detailed explanation of our fees and charges, see the 'What does it cost?' link
 
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