Jan 5, 2015

The proliferation of 'tick box' advisers is not a good thing for our industry.

Yes, we have to comply with stringent legislation.

Yes, we are authorised and regulated by the Financial Conduct Authority.

But we do not and never will treat people as stereotypical or - even worse - adopt a 'one size fits all' policy when advising on financial planning.

People are individual. They require individual, bespoke advice tailored to their particular situation and their unique aspirations.

We absolutely love 'getting it right' for our clients and are equally as passionate and committed to not selling them products (or ticking boxes).