Completely Independent
Many advisers are tied-advisers, meaning that they are selling the investments products, funds or accounts of their firm, or related firm. Effectively acting as salespeople, and not prioritising consumer outcomes. As completely independent advisors, we consider every stock, bond, fund or other asset available with the sole focus being to create good consumer outcomes.
We Charge Differently
Many advisers charge high initial fees, typically costing thousands of pounds. This creates a risk to the consumer that they’ll pay large fees for a poor service or low-quality investment strategies. By only charging 80GBP per month, including initially, the risk that the consumer will pay large sums for a poor service is diminished, putting the consumer in a much more favourable position.
Quality & Performance
As we do not charge large up-front fees, the only way for us to generate good income is to sustain our relationship with our clients. This means we must provide good service and strong performance. In short, we have to earn it. We cannot simply sell it. This is why the firm is intensely focused on research and the quality of our service and investment strategies.
Price & Value
Our ethos is all about consumer outcomes, and not benefiting ourselves. We strive for mutually beneficial relationships. This is why we do not overcharge. We want to create much more value for our clients than we receive in fees.
