Having spent a lot of time in the financial services industry and being exposed to so much of what is wrong with it, our mission as a team is to bring about positive change by building a business based on independence as a founding principle.
Technology and expertise are key elements of our business, but relationships and community are far more important. The foundation of both is trust: trust that we will deliver what we say and that we will always act with integrity.
Our Independence means that we are not tied to any product provider or product line, and that we are free to give advice that is only concerned with your ability to achieve what matters most to you. The reason LifeCheq’s founders left the industry to start this company is because a lack of independence has been the root cause of why it has failed so many people.
Independence matters. The reason we charge an explicit and transparent subscription fee is so that you as our client and us as your trusted partner can both be sure that we can give you advice that is only focused on your goals and needs.
We will be transparent in all our fees or any potential conflicts
