Frequently Asked Questions

Q: What qualifications do you have?

A: All our advisors hold the Diploma in Financial Services (DipPFS) and are members of the main industry body the Personal Finance Society. We are also all studying towards being Chartered.

Q: Who Regulates Us?

A: We are regulated by the Financial Conduct Authority and are part of the Financial Limited Network. All our advisors are registered with the FCA and the advice we give follows strict guidelines and is externally audited.

Q: How do you charge for advice?

A: We are required to provide full transparency of all our charges. We will give you the option as to whether you want to pay a fee via a cheque or if the charges are to be taken from the financial products you invest in.

Q: Who can you invest with?

A: We are whole of market financial advisers and stockbrokers and are not tied to any company. We are able to offer advice on products and services from any company in the market and thus giving you the most appropriate advice for your needs.

Useful Links:

As part of our commitment to Treating Customers Fairly we invite you to visit the FCA consumer site The Money Advice Service

Directgov - a government all in one place reference source that provides informationon tax and savings

Please read our client agreement