Independent
Regulated by the FCA
Highly qualified
We are completely independent. We choose investments, products and financial platforms completely free of any outside influence. We will only make recommendations based on what we feel is right for you and your circumstances.
Highly qualified
Regulated by the FCA
Highly qualified
Julian is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Regulated by the FCA
Regulated by the FCA
Regulated by the FCA
We are directly regulated by the Financial Conduct Authority (you can see our entry by clicking on the link below). This means that there is no outside influence on our client propositions and we are only answerable to the regulator and our clients.