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RDR Status

We offer a restricted advice service, and will only offer advice on limited types of retail investment products. 

We will act on your behalf in advising or arranging products based on a comprehensive and fair analysis of the relevant market for the products we advise on.  

Where we are providing retail investment advice we may restrict that advice, either on request from you, or as a result of a particular product not being one we would usually consider, for example venture capital trusts (VCT’s), exchange traded funds (ETF’s) or unregulated collective investment schemes (UCIS).

We can advise you on Life Assurance, Pensions, Investments, Pure Protection and General Insurance products, including Private Healthcare. However, upon request we may focus on a specific area that is particularly important to your needs and circumstances.