An easy claim to make, but we believe we are the only property biased firm of IFAs (Independent Financial Advisers) in the UK. Try to find another one and let us know if you do, but we doubt you will.
Although the roots of the firm are as ‘conventional’ IFAs dealing with clients’ mortgage, investment, pension, motor & home insurance needs, over a long period of time, our ‘non property’ activities have moved into specialist areas.
At the Bath office, our sole focus is property and mortgages. Most of our work is in the area of advice, where no product is recommended. We have found people appreciate being able to discuss their often complex financial affairs without the fear of being ‘sold to’. We are equally at home giving you advice on the best mortgage deal as we are assisting with the complex issues often found in the development and management of property portfolios.
Independence is something we are particularly proud of. We would prefer to be paid for our time, so we can give you good advice and recommend the best course of action for you, rather than something which pays the most commission. Unlike your bank or a ‘tied agent’ typically found in an estate agency, our focus is valuable advice, taking into account your needs. This can only be achieved when the issue of remuneration is in the open. It is for our help and advice our clients think of us, rather than any product we may recommend, though we are also particularly adept at rooting out the best deals in the marketplace.
The majority of our business comes from personal recommendation – elsewhere on this site you will find testimonials from some of our many satisfied clients.