Why are we different
We believe in an honest and transparent relationship with our clients and over the years we have developed business associations with acknowledged experts in various specialised fields. We believe we can improve our service to clients by involving these contacts directly into our advice process.
An example of this ideology is our membership as a founder member of Paradigm Partners Limited. Paradigm is a group of like-minded, quality IFA practices from across the UK.
We all retain our independence as directly regulated practices but can utilise our strength in numbers to negotiate specialised services that we can all benefit from as members and therefore our clients.
For example, through Paradigm, we have been able to retain the services of one of the UK's leading fund research houses to provide us with in-depth analysis of the funds available in the market and offer discretionary managed portfolios at preferential terms.
Through Paradigm we have also been able to develop our own independent investment platform/wrap to ensure our clients' holdings enjoy the benefit of a streamlined administrative process and significantly reduced levels of fund charges.
The value of your investment can fall as well as rise and you might not get back the full amount invested.