Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
As part of a larger Group of Business Advisers our origins stretch back almost 40 years, since when we have acted for over 10,000 clients. We have a team of highly qualified advisers providing impartial, best quality advice tailored to your own specific requirements, ensuring a strong, enduring relationship, built on trust.
Our financial planning process develops an investment framework that matches clients’ short, medium and long-term goals. Providing a financial strategy to ensure they remain on course to reach their objectives; setting realistic expectations which empower them with the confidence to ‘stay the course’ – even in the face of inevitable periods of market fluctuation. We offer a truly holistic approach which allows the consolidation of investments, pensions etc, all in one place. Our fully integrated, contemporary service is designed to manage, monitor and report on the client’s investment portfolio, facilitating a strong enduring partnership based on trust.
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