FINANCIAL PLANNING

This is given by Roger Hatherell, who has over 30 years of experience in financial planning and deals with Investment and Pension Planning, Retirement Options, Taxation, Trusts and meets the new FCA QCF4 Qualification level introduced for 2013.

Roger is backed up by professional and experienced staff who have all worked in Financial Services for many years.

We use a third-party compliance support service provider who provide us with access to extensive research and technical facilities to help us give a first class service to our clients. Our compliance support services provider has a widely respected team of researchers who are able to provide technical guidance in support of our advice and services we offer. So, not only can you be confident that we are right up to date with the most comprehensive financial information, you can also be sure that we have all the backup of the latest information and expertise to help ensure that the advice is right for you.

Above all else we seek to give loyalty and the very best advice to all our clients. In addition, we wish to continue to offer a first class and improving service now and over the years ahead. We believe that it is in our mutual interest to strengthen and further enhance the relationship which we have, and we hope you will share our views.

The information contained within the website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial service businesses aren’t able to resolve themselves. To contact the Financial Ombudsmen Service, please visit www.financial-ombudsmen.org.uk