Yes, we are.
Many of the financial plans we create include a product recommendation; for example, a pension, Annuity, Flexi-Access Drawdown, and so on. Being independent means we aren’t restricted in the products or providers we can recommend.
We are authorised and regulated by the Financial Conduct Authority (FCA).
You can review our entry on the FCA Register, which confirms our authorisation, by clicking here.
Yes, it is a regulatory requirement that we hold suitable Professional Indemnity Insurance.
If you would like to see a copy of our policy, please do not hesitate to ask.
We are retirement and pension specialists.
That means we typically work with people who are planning for retirement, want to retire soon or who have already retired.
Our clients are usually senior managers or executives in large organisations, for example the Co-Operative Group and Rolls-Royce.
Typically, at least £500,000, although Charles Mosley, our Director and Independent Financial Adviser, works with many clients who have pensions worth in excess of £1 million.
We are happy to meet at a location convenient for you. That might be your home, our office, your workplace or an alternative location.
We do not charge for our first meeting.
It’s an opportunity to start getting to know each other. We need to understand more about you and what you’re looking for. While you need to understand how we work and the services we offer.
It is therefore not appropriate for us to charge for this meeting.