Tel: 01397 700376
Email: johntreasurer@btinternet.com
Our Services

OUR SERVICES

We provide a wide range of professional services to meet your financial planning needs. 

Ongoing Management

We specialise in Wealth Management and strive to provide a first class service for our clients. We offer an ongoing advice service to ensure your investments continue to work hard for you and enable you to confidently achieve your financial goals. 

For our ongoing advice service, we charge 0.75% per annum of funds under management which is significantly under the industry norm of 1% for ongoing advice.

We are 100% independently owned (which avoids any conflicts of interest). Everything we do and every decision we make is aimed at achieving the best result for our client - and not for anyone else. 

Transactional Only
(No ongoing service)

Whether you are new to investing or need to seek advice with any aspect of your financial planning, we can help you on a one-off basis. We believe that everyone should have access to independent financial advice at an affordable price with a personal approach. 

We can review or help set-up new products or investments whether that be a Stocks & Shares ISA or Personal Pension. We will only make a recommendation when we believe that this is suitable for you. 

You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise you may not get back the full amount invested. We therefore only make investment recommendations that are appropriate to your attitude to risk and capacity for loss.

Initial Consultation

We offer you an initial discussion - without charge - where we will describe our services and payment options should you wish to proceed with any of our services. If you decide to go ahead, we will:

Gather and analyse personal and financial information about you and your aims and objectives;
Recommend and discuss any action we think you should take and, with your agreement, arrange relevant solutions for you.

We believe in a simple and transparent charging structure with no hidden costs for our clients. 

Interested in our services? We’re here to help!

Book an appointment
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