Client Proposition Documents
Our Client Proposition Document explains this process and provides an indicative guide to fees and charges.
Statement of Professional Standing (SPS)
The FCA requires that all retail investment advisers now hold a Statement of Professional Standing (SPS).
- Has adhered to a code of ethical standards
- Holds the required qualifications for the activities they undertake; and
- Has completed appropriate CPD and complied with APER (Statements of Principle and Code of Practice for Approved Persons)
Investor updates and market commentaries
Other useful guides and information
We use the latest software, our professional acumen and our years of experience to provide trusted advice.
We just think of it as doing our professional utmost to exceed the standard of service you should expect, treating you in the way we’d like to be treated ourselves.
And we don’t believe in keeping you waiting all year to find out how your portfolio is doing, either. Instead, we give you online access, which lets you see an instant snapshot of your financial position on your phone, computer or smart TV, wherever you are and whenever you like.