We offer impartial and independent advice and arrange investments and policies in life assurance, pension plans, authorised unit trusts, ISAs, stocks and shares, and unregulated collective investment schemes.

We may, from time to time, contact you in relation to products or services we believe may be of interest to you.

Any recommendation we make will take into account your stated investment objectives, attitude to risk and any restrictions you wish to make on the type of investments or policies.
This will be confirmed in a suitability letter which we will issue to you at that time.

We strongly recommend you contact us for advice when there are any changes in your personal circumstances, such as a change of employment, to ensure previous advice is still appropriate.