We are a fast growing, independently owned business with offices in London and Manchester. One of our Financial Planners lives in Orpington and is happy to meet prospective clients locally. We offer financial and investment planning advice to private individuals who are, or aspire to be, financially independent. Our services and fees will be discussed at an introduction meeting which will be provided without charge.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.