We safeguard your reputation and secure your clients’ financial future

We work with a range of partners including accountants and solicitors, ensuring we provide the best overall service for our mutual clients.  This page will give you an idea of the benefits of working with us....but meeting us will give you a much clearer picture.

We are very conscious that it takes years to build a reputation but only a few moments to lose it. We understand  recommending us to your clients will take time and trust. Rest assured, we will guard it as our own.

We are absolutely sure we can add value to your services.

Why not meet us and find out if we are the right partners for you ?

Here are 5 reasons why you can trust us with your clients

Our focus is on advice and not sales

Your clients know exactly what they are paying for

You get updates on our work with your clients, and if you want, you can also get a copy of our recommendations

You are not liable for any advice we provide

Nigel and Paul Woods are highly qualified financial planners with over 20 years of experience between them. They both have a Diploma in Financial Planning from the Chartered Insurance Institute. (CII).

However, there’s no better way of finding out if we can deliver on our promises than talking to our clients.  We believe that their experiences with us have more weight than our qualifications. We encourage you to read their comments and if necessary ask to speak with them.

How can we help your clients

When you recommend your client to us, we will...

Make their money work harder

Reduce unnecessary risk and avoid losing their hard earned money

Lower their tax liabilities

Help business owners exit their business with money in their pockets and an exciting future ahead

Secure their future and that of their families

Provide objectivity during traumatic times ( divorce separation, accident or death in the family )

Code of Ethics

As member of the Personal Finance Society (PFS), we believe in and strongly adhere to its Code of Ethics.

1. Act with the highest ethical standards and integrity through:

Being honest, trustworthy and open;

Being reliable, dependable and respectful;

Not taking unfair advantage of a client, a colleague or a third party;

Promoting professional standards within the industry;

2. Act with the best interest of our clients through:

Treating clients fairly;

Basing our decisions on a clear understanding of client needs, priorities, concerns and circumstances;

Giving our clients all the information they need to make an informed decision;

Making sure the promises we make to clients about a product’s performance and the after sale service are true;

Respecting confidential information of clients, former clients and potential clients;

Not using information from work improperly and/or to our personal or business advantage;

3. Provide a high standard of service through:

Communicating with each client accurately and clearly;

Being transparent about fees and other costs;

Taking reasonable steps to ensure all advice is accurate and suitable for each client;

Obtaining and providing clear information before, during and after the point of sale;

Acting only within our ability and authorisation;

To read the full copy of the Personal Finance Society Code of Ethics click here.

If you have a client who needs advice on personal finance, give us a call on 01423 527 944 or e-mail us.