Recent changes in the industry have led to a lot of independent firms moving to a ‘Restricted Model’. We feel real value for clients can only be maintained where there is no integration with product providers… it is that simple.

As independent advisors, we are able to look at the market as a whole and assess which options will be best for you. Unlike restricted firms who only offer a restricted scope or apply limiting aspects to the advice process; we can examine the whole market and see which areas best suit your portfolio and planning needs. Don’t take our word for it, here is what some leading experts have to say:

“The Golden Rule: If you're using an adviser, always, always, always ensure it is an Independent Financial Adviser (IFA).” - Martin Lewis, money saving expert -

“We do not have a label of “whole of market restricted”. We have INDEPENDENT or we have RESTRICTED,” - FCA technical specialist Rory Percival


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