Therefore the objective of the business is to provide value and advice to you over the long term. Reviews of your investments and pensions would be completed by agreement on a regular basis, ensuring that they remain appropriate to your circumstances.

You will not encounter a call centre, or phone a local branch to be told that your adviser has ‘moved on’. Rather, the relationship is with a Director of the business, Alex Hope.

The level of client satisfaction can be judged by the fact that most new clients have been recommended by existing clients.