Not enough time to do your own research?

We save you time by investing thousands of pounds each year into the ultimate unbiased research tools. Every time you receive financial advice from us we will be able to prove to you why that advice has been given, why a product is most appropriate to you, and why it is better than all the others.

Why not use the internet?
Many good tools exist on the internet, and for some people this will be perfectly sufficient for their purposes. However, we specialise in providing bespoke advice to people with varied and complicated affairs. If you want a standard solution for a standard situation then the internet may be a good place to start. But if your situation is anything out of the ordinary you will probably want to make sure that you get it right first time. For that, you need advice.

We often find that people start by looking for information on websites, but they soon get bogged down in all the detail. And don't forget that all those sites are trying to sell you something!

What can we for you?
We use state of the art tools, which research into every conceivable situation. We have tools that allow us to research into the following areas:

• Quotations
  We compare costs of products from every major provider. We usually find that the cheapest provider in any area will be half the cost of the most expensive.
• Mortgages
  We can compare mortgage costs and features from over 100 lenders with over 7000 products, with data changing daily.
• Product features
  Cost isn't everything, and we put a lot of effort into making sure that you get the right product for your needs, not just the cheapest. After all, when you buy other products do you always go for the cheapest? Probably not, because you realise that you often get what you pay for. We try and come to a realistic compromise so that you get the features you need.
• Fund performance
  There are thousands of funds on the market and we could not choose between them without some sort of external back up. We use data from respected analysts Lipper, who also supply us with fund ratings for us to use in our research. Again, this data is invaluable because we want to make sure that you invest your money into the best funds, which will ensure the best growth.
• Financial planning
  If you select our Gold service, we will produce a comprehensive report detailing your progress towards your long term goals. The basis of this report comes from sophisticated software which analyses your finances. of course, on top of that we add our own advice and expertise.
• Risk analysis
  We ensure that every investor has a portfolio of assets that matches their attitude towards taking risks. This means that we will place you in different types of assets which look for stable growth, while minimising volatility. We use software which performs thousands of calculations to come up with the ideal portfolio for you.

Click here to download a leaflet on our research tools.

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