Contact us in confidence

Call us on 01902 742221

When we give advice

· We will only recommend suitable investments and other products after finding out sufficient information about your circumstances to be able to advise properly. Our advice will be guided only by what is best for our customers.

· We will set out in writing in clear concise terms why we have recommended any particular investment or product.

· We will inform you in advance of our charges and how these could be paid. If commission is paid because you invest in any product or investment recommended by us we will tell you how much this is.

· In the event there is a conflict of interest between us and you, we will tell you about this as soon as we can after becoming aware of it.

· We will keep comprehensive records of our dealings with you and will record your attitude to risk.