Fostering long-term relationships

My Hero

We believe that the key to a successful long-term client relationship is for communication to be both educational and informative.  In this section, you can navigate to a few websites that will give a bird’s eye view of how this industry works.

Additionally, you have access at all times to our FREE Knowledge Centre where you will find a copy of our latest ij Money Magazine and our Financial Guides, with many interesting articles covering a wide range of topics.

"They offered superb advice throughout and made things easy to understand. They are always on top of everything and will answer any questions, responding very quickly."

Miss L Bearpark

It can be daunting to think that you could actually begin to understand the financial services industry but it is possible; it’s not rocket science!  From our point of view, the more you understand, the less cause for disappointment or confusion and you will see the value we add to your financial transaction.   

Part of the Financial Conduct Authority’s Treat Customers Fairly initiative aims to increase consumer understanding of the advice process.  This is combined with the principle of ‘Caveat Emptor’ – Buyer Aware.  There is a responsibility on you, the client, to take steps to ensure that, for example, you read the documentation provided to you and that you are taking reasonable care to ensure the information provided to us is correct.
The CML is the trade association for the lending industry, and this site contains some excellent calculators and consumer guides on mortgages and the home buying process.
Set up by government and funded by a levy on the financial services industry, the Money Advice Service aims to help everyone manage their money better.
The Citizens Advice service helps people resolve their legal, money and other problems by providing free information and advice.
ARLA is the leading professional body for those letting in the Private Rented Sector.   

Finally, as mentioned previously, we have a wide range of financial guides and up to date financial news and views in our Knowledge Centre.  

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.

Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). Please see the following link for further details:

Contact Us for further information on any issues raised in this section.



We believe that the key to a successful long-term client relationship is for communication to be both educational and...


Holistic Planning

In addition to our expertise in the aforementioned core services, we can also assist you across most areas of financial services...


Case Studies

In this section we are providing you of real life example scenarios where we have been able to assist our clients...



Like many other industries, financial services are subject to vastly increased regulation and supervision for consumer...