Friars House
2 Falcon Street
Ipswich
IP1 1SL
With over 30 years of experience within the financial services marketplace, we can provide expert and knowledgeable advice on both personal and corporate requirements. As fully authorised Independent Financial Advisers, we pride ourselves on designing appropriate and meaningful recommendations, around your individual situation and requirements, once we have established your aims and objectives. This ensures you receive advice appropriate to your needs, whether personal or corporate, from an industry expert, with an in-depth knowledge of the financial market and able to provide a totally unbiased viewpoint. Whether you require advice on savings and investments, pensions, retirement, estate planning or protection and health, or assistance with corporate pensions, business protection, auto enrolment, group protection or employee benefits, talk to one of our specialist Independent Financial Advisors. You can rely on us to provide a friendly, personal service along with high standards of professional advice.
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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.