No upfront costs

Accessing highly skilled professionals without having to pay a retainer or upfront fee is almost unheard of, but we don’t ask you to pay for our services, our modest fees are covered by the professional buyers we know and trust

 

Taking the time to know you

There is no pressure to sell or aggressive quotas to be achieved. We take the time needed to get to know precisely what your priorities are so that we only match you with exactly the right buyers. We do the hard work so you can avoid wasting precious time talking to the buyers who don’t fit your requirements

 

We believe

We are IFA experts who have spent our careers working in this very specialist industry. We are true believers in what reflects the very best of this niche and exceptional business, and understand the importance and value of principle

 

Better outcomes

The best outcome for both you and your clients is our priority. We understand that your clients are people that you may have known for years, or even generations, their ongoing welfare is as important to us as it is to you. Our unbiased recommendations will always put you and your clients first and foremost

 

Trusted relationships

Having spent our lives working in the IFA sector, we have built up trusted relationships with a large number of customers and partners. This extensive network allows us to know exactly who is honourable and reliable, and as important who to avoid. We only work with people that we know share our values and uphold our high standards