Unit 6, Mills Bakery
4a Royal William Yard
Plymouth
Devon
PL1 3GE
We offer general financial advice to anyone interested in investments, retirement planning or income, mortgages or family and business protection. We work on a fee basis, however commission is used in most cases to offset the fee. All costs and services will be discussed at your first meeting, which is free of charge.
We've been recognised as a Finance Expert for the 2016/17 Parliamentary Review (Only Firm ever in the Plymouth Area)
We are authorized and regulated by the Financial Conduct Authority and we are members of the Financial Services Compensation Scheme.
{{ adviserProfile.bio }}
- {{ i }}
An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.