We are a firm of Chartered Financial Planners based in London. We aim to provide you with the best advice, best service and best information on pensions, investments, mortgages and protection. We offer independent, face to face financial advice to both private clients and small to medium enterprises. Feel free to contact us to arrange an appointment or for more information.
Peter and Jane were looking for a financial adviser to better understand their finances, start planning for the future, and simplify their affairs where possible. Chartered Financial Planners are a type of Independent Financial Advisor (or IFA for short). IFAs are so called because they are not tied to financial products from a particular provider; instead they are 'independent' and can advise on and recommend financial products from the entire market.
Less than 5% of FCA regulated IFA firms in the City of London have achieved the professional standard of Chartered Financial Planners. First, individual plannners must have at least five years' relevant experience in the industry, as well as no less than three years' CPD.
Peter and Jane were looking for a financial adviser to better understand their finances, start planning for the future, and simplify their affairs where possible. Chartered Financial Planners are a type of Independent Financial Advisor (or IFA for short). IFAs are so called because they are not tied to financial products from a particular provider; instead they are 'independent' and can advise on and recommend financial products from the entire market.
Less than 5% of FCA regulated IFA firms in the City of London have achieved the professional standard of Chartered Financial Planners. First, individual plannners must have at least five years' relevant experience in the industry, as well as no less than three years' CPD.
Services
We are passionate about helping people organise their financial affairs to achieve the best possible outcomes, distributing their income and savings in the most efficient way so that their financial goals are met while allowing them to get on with living!
We are very proud to be one of the very few financial firms in the City to have been awarded 'Chartered Status', putting us in the top 5% in terms of professionalism and qualifications.
Based in the city, our mission is to help our clients make more of their financial planning, by providing first rate advice in the areas of investments, pensions, wealth management, mortgage finance, insurance, protection, tax and currency.
We are very proud to be one of the very few financial firms in the City to have been awarded 'Chartered Status', putting us in the top 5% in terms of professionalism and qualifications.
Based in the city, our mission is to help our clients make more of their financial planning, by providing first rate advice in the areas of investments, pensions, wealth management, mortgage finance, insurance, protection, tax and currency.
We offer financial planning advice following a number of careful steps that help you take a "big picture" look at where you are financially.
Using these steps, we can work out where you are now, what you may need in the future and what you must do to reach your goals.
The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.
Using these steps, we can work out where you are now, what you may need in the future and what you must do to reach your goals.
The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.
We are always looking for high quality Chartered Financial Planners who will fit with our growing, client-centric business.
Similarly, we are always keen to speak to experienced and highly technical Mortgage Advisers.
Any new adviser is expected to have a strong academic track record and relevant industry experience.
We always try to stay at the forefront of innovation in everything we do, from internal IT systems to the latest discretionary investment management systems, all with a view to improving client outcomes.
Similarly, we are always keen to speak to experienced and highly technical Mortgage Advisers.
Any new adviser is expected to have a strong academic track record and relevant industry experience.
We always try to stay at the forefront of innovation in everything we do, from internal IT systems to the latest discretionary investment management systems, all with a view to improving client outcomes.
When considering whether to appoint an advisor or wealth manager the first thing to decide is whether or not the advisor should have discretionary powers or maintain a consulting advisory relationship and include the investor in changes to investment strategy or assets.
A good adviser comes with years of experience and specialist knowledge, while taking liability for the advice.
However advice comes at an additional cost, so regular assessment of the value added should be undertaken to see if a change or removal of this 'outsourced specialist' is warranted.
A good adviser comes with years of experience and specialist knowledge, while taking liability for the advice.
However advice comes at an additional cost, so regular assessment of the value added should be undertaken to see if a change or removal of this 'outsourced specialist' is warranted.
Regardless of your chosen route to investing, understanding and taking into account the risk of your chosen assets is essential.
Unsystematic risk can be thought of as the risk generated by factors specific to the stock or share, such as a poor management team, changes to regulation or other event driven risks.
By investing in a number of different companies, this 'specific risk' can be significantly diversified away.
Increasing the number of holdings reduces risk only so far, studies have shown that there is little to no additional benefit in holding more than 35 companies in different sectors.
Unsystematic risk can be thought of as the risk generated by factors specific to the stock or share, such as a poor management team, changes to regulation or other event driven risks.
By investing in a number of different companies, this 'specific risk' can be significantly diversified away.
Increasing the number of holdings reduces risk only so far, studies have shown that there is little to no additional benefit in holding more than 35 companies in different sectors.
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