Our pact

We’re genuinely working for you.

We’re independent and look at products across the whole of the market and only recommend the ones that suit you best. We want to look after your financial well-being for 20, 30, 40 years…. we don’t ‘flog’ products!

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You can Trust Us

Our Financial Advisers are independent and fully authorised by the Financial Conduct Authority, they’ve had DBS checks, credit checks, and a thorough review from us!

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You know what you’ll pay

You don’t pay for the process, and only pay out of the product if you choose to go forward.  This will be 3% of your pot initially and 1% every year thereafter to cover the ongoing financial advice and support.

 
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You’re in control

At every stage you choose if you want to continue, and you only pay if you want us to setup the product for you and become your retirement adviser!

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The process is easy, but thorough.

You just need to complete the online forms and book the meetings for times that suit you!  Pensions are complicated, but let your adviser do all the running around!