Whoever is involved with your financial planning – adviser, researcher or administrator – you know that you are in superbly qualified hands.
Our core values are: Professionalism, Excellence, Enthusiasm, Integrity, Honesty, Cooperation.
We adhere to these principles in everything that we do
We are approachable, open and transparent – from your investment options to the fees that we charge. We take time with our clients. We explain things in plain English. We have as many meetings as you need to feel completely comfortable with us and the path we are suggesting.
We get to know you and your family
We believe in long term relationships – and often work across generations of the same family. The benefit of this is that we can plan with you for the future and understand how a change in circumstances will impact on financial arrangements and step in and suggest the appropriate amendments. We understand how life plans can change and are always ready to adapt your financial planning.
We always have your best interests at heart
We give creative, thoughtful and ethical advice. The vast experience of our specialists in all areas of financial planning means that we are not limited to textbook solutions. We think outside the box to recommend bespoke and flexible solutions. We work closely with Accountants and Solicitors, where their expertise is required to complement our advice.
We have a very well-respected track record of success
Established in 1974, we have grown organically through client recommendations, and are very well respected in the community. We believe in treating our clients as we would like to be treated. We are privately owned and the shareholding Directors are working full time in the business. We are financially secure and very prudent. What this means for you is that we will be with you for the long term, if you want us to be!