About Us

Based in North London and Hertfordshire we aim to help and assist on various areas of financial planning. With over 25 years industry experience we pride ourselves on delivering financial advice for clients tailored to their individual needs. We work with accountants and solicitors to help you with tough decisions you may have to make. You will always get open, honest financial advice, a professional service and the highest level of customer care – whether you are a private client or a small to medium business enterprise. As Independent Financial Advisers, we aim to provide you with advice on mortgages, insurance pensions and investments. After all, you have worked hard for your money, so you want your money to work hard for you.

How do we charge?

We ensure that there are no hidden fees when you engage with us to look after your financial planning. You will be told exactly what the costs and charges are for our services, before we begin any work. As professional Financial Planners, we charge fees and are not influenced in any way by commission payments from product providers. For all new and prospective clients, we are pleased to hold initial discovery meetings entirely at our expense, and without obligation. Having met with you at the initial meeting and confirmed that you would like to work with us, we will send you a detailed letter of engagement, which includes:

• A summary of your current circumstances
• Details of the services we will provide
• The fees for these services, and how the fees can be paid

We will not charge you anything until we have received a signed copy of the engagement letter. This way, we know that you understand the services to be provided and the fees payable.