Your financial planner should become a trusted ally, someone who will help you plan your future and take life’s big decisions. It’s, therefore, crucial you make the right choice. Here are some of the reasons why our clients ‘seek sanctuary’ with us.
We are financial planners
We focus on you rather than financial products. Once we’ve understood your needs and wants, we’ll use forecasting software to construct a plan so you can visualise your financial future. Unlike traditional financial advisers, it’s only then that we will start to consider financial products.
We charge fixed fees
Most financial advisers charge a percentage of the money you invest. This inevitably means their relationship is with your money and not you. We don’t think that’s right. Therefore, we charge fixed fees, based purely on the complexity of your situation and the value we add.
We are independent
We are local
We are transparent
We are experts
We’re proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. This is a voluntary code of good practice for safeguarded Defined Benefit pension transfer advice. You can learn more here.
We are a safe pair of hands
In an age where financial scams pose a real threat, it’s important to choose a financial adviser you can trust. We are authorised and regulated by the Financial Conduct Authority (FCA). You can find us on the FCA register here.
What our clients say
Mr Jones, Bishops Stortford, client of Gareth’s since 2011
Mr & Mrs Moreham, Newport, client of Gareth’s since 2016
Terry, Caerphilly, client of Gavin’s since 2016
Wanted to take early retirement.
How did they help you?
Helped with everything in relation to my request, sound advice and excellent service.
What is your current situation? Have you seen the outcome you were hoping for?
What could they have done better?
Nothing to my knowledge
Kathryn, Risca, client of Gavin’s since 2015
Financial advice about transferring an occupational pension into a private pension.
Helped by giving advice which was thorough and comprehensive, identifying the pros and cons of each financial option available. Then managing and coordinating the transfer of the pension, from the occupational pension to a private pension, and monitoring its performance.
The pension is now invested in a suitable personal pension, which is appropriate to my individual needs, the outcome has been very favorable.