Financial services has a chequered history when it comes to doing right by its customers.
Ensuring we put your interests first is at the heart of everything we do. Here are some key examples of how we ensure this.
Gives you a great deal whilst re-affirming our aim to work with you for the long term.
Incentivised to look after you long term.
Exceptionally fair annual fees, the percentage rate reducing with sums invested.
Fair fees - long term.
No new upfront fees for adding extra money or switching funds in future
No unnecessary fees
Our advisers have no incentive to recommend anything other than what is best for you.
No incentive to 'sell'
We're busy looking after clients and don't want to feel we owe 'favours' to any provider.
We don't use smoke and mirrors to try and hide anything.
Easy to understand advice and charges