We have a separate operating company within 502 St Vincent Street which provides a complete range of financial services. We are registered directly with the Financial Services Authority who govern our conduct and legal compliance.
Like our sister general insurance company, we can provide advice and services for large companies and private individuals including advice.
All aspects of financial planning
Each client is allocated a dedicated consultant who will look after all financial aspects of the client’s needs. We have found that this approach leads to a better understanding of our client’s needs and thus a more professional service.
All our consultants are fully experienced and hold the relevant Financial Planning qualifications.