Our Service Proposition

Confidence and transparency are essential to the way we approach creating bespoke financial solutions for our clients. Therefore we have our service proposition, a commitment to exceptional levels of service and openness in our work for you.

It sets out the extent of our role as financial advisers, as well as rules that govern the way we manage your investments. You will also find a clear breakdown of our charging structure and what services are included in each of our offerings.

What is RDR?

The Financial Conduct Authority (FCA) introduced Retail Distribution Review (RDR) in a move to improve consumer protection. The body aims to increase the clarity of financial advisers’ offerings and build a market of trust.

RDR ensures the consumer knows just how much they are paying and what they are paying for, while also raising professional standards across the industry.

full proposition

Our agreement
with you

Click the link to the right to download our service proposition in full.