Important Information About Our Services

We are a firm of independent financial advisers and have been helping our clients to meet their financial goals for over 10 years.

We believe in establishing and maintaining long term relationships so we can navigate our clients through their financial journey.

Who are we and what do we do?

We are an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA is the independent regulator of financial services in the United Kingdom. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

What can we do for you?

Our mainstream service is to act on your behalf for the purpose of arranging and advising on the following:

  • Investments & Pensions, for example an ISA or Personal Pension Plan;
  • Personal & Family Protection, for example; Income Protection, Life Assurance or Critical Illness cover;
  • Mortgages, including Buy-to Let;
  • General Insurance, for example Redundancy, Private Medical, Buildings/Contents cover.

For all the services described above we will complete a detailed fact find so we can understand your circumstances, specific needs and objectives. Following our research we will provide a recommendation(s) for you to consider. With your agreement we will then implement our recommendation(s) and arrange any products on your behalf.

Once your financial plans are in place it is important to keep them under review. Subject to the type of services you require from us, we can continue to act on your behalf through one of our service packages. Alternatively, for those who prefer a more transactional or ad-hoc ‘pay as you go’ service, we are also happy to provide our services as and when you need them.

Ultimately, whichever type or level of service you require from us we will act in your best interests at all times.

 

Further details about these and other related services we provide are contained in the pdf here.

You may also be interested in:

  • Privacy Policy
  • Why work with us