As Independent Professional Financial Advisers we offer advice on a broad range of products and services to meet a multitude of financial needs. The Company, based in Peterborough, has over 50 years of combined experience in Financial Services dealing with both Personal Financial Planning and bespoke Financial Services to the Business Community. Managing in excess of £20 million of clients' assets we offer affordable solutions and a simple and easy to understand approach, servicing a client bank from East Anglia and the Midlands, to London and the South East.
Our fees range from between 2% and 4% of the asset value when investing, with ongoing charges of typically 0.5% per annum. Mortgage fees and report writing have fixed fees on agreement with the client and arranging protection and life assurance products carries no charge as commission is payable from the provider.
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