We are a team of highly qualified individuals and we have made a high standard of education central to our recruitment policy. Our Principal is a past president of the Personal Finance Society (www.thepfs.org), and one of the first firms to gain Chartered status and we can offer expertise that will always seek to meet your needs.

We are also:

• Truly independent and as a result we will charge fees for our professional service, but all initial commission is either re-invested or offset against the fees you pay
  
  
• Well respected in the sector, receiving complex cases referred to us by many firms, and providing background technical help for the media
  
  
• Not afraid to bring in extra help when needed, making sure we are operating within our competencies at all times
  
  
• As a Chartered firm we commit to a code of ethics and to ongoing education for all of our team