We are Independent Financial advisers and will act on your behalf for the purposes of arranging and advising on pure protection, investments, pensions, mortgages and general insurance. Our jobs is to help obtain the best solutions for you that meets your needs, to keep you informed as to the changes the may affect you. Review your holdings and policies to ensure that they continue to meet your needs, recommend changes when required and explain those recommendations to you as and you require. Under the terms of Financial Conduct Authority regulation, we will classify you as a Retail Client for Investment Business and will act in your best interests at all times.
As a Retail Client, you have the right to request to be treated as an Elective Professional Client either generally or in respect of a particular service, type of transaction or product. Such a request must be made in writing and we will consider any requests received on a case by case basis against the criteria set out in FCA Rules.
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