We offer prospective clients an initial consultation, without charge or obligation, to assess how we may be able to successfully work together.
By spending time with our clients, prospective clients and professional advisers we ensure they have a transparent holistic understanding of the costs and the benefits arising from the provision of sound financial planning advice.
Available at a time to suit you
Access to your adviser is at the core of our proposition. We make ourselves available at a time to suit you: by telephone, in writing, by email, and, best of all, face-to-face.
Keeping you informed
We work for you, taking joint ownership with you in achieving your financial goals. Keeping you informed and up-to-date, being pro-active and not re-active, we remain focussed on helping you achieve your objectives.
Working in partnership
Working with other professionals including your tax advisers, legal practitioners and others, we orchestrate and conduct the financial planning process to help you achieve your goals.
Sophisticated financial modelling
Our clients benefit from our access to leading investment and fund managers from the whole of the investment market. We provide our clients with access to sophisticated financial modelling systems, including future income projections, lifetime planning and ‘what if?’ scenarios.
Secure and Accessible Investments
Nominee accounts and investment platforms provide a secure facility on which to hold your portfolio, including ISAs, pensions, SIPPS, unit trusts, OEICS and other assets in one place. Being easily accessible also simplifies the management of your investments and gives you a powerful comprehensive overview of all your investments.
Retirement Planning – Present and Future
We carry out pension assessment and reporting allowing you to clearly understand and evaluate your existing and future retirement planning, or, if already retired, how to make best use of the pensions and other investments you have. As pension transfer specialists, we can advise you about all aspects of retirement planning, including defined benefit and defined contribution pensions.
Adding value to our clients
Our objective is to apply our knowledge, expertise and skills to benefit our clients so that their financial well-being is enhanced. By adding value to our clients, we also add value to our business. We believe that by putting our client’s interests first they will prosper, will continue to remain our clients, will want to recommend our services to others, and so also our business will prosper through sustained organic growth.