We are a service orientated and independent financial services company providing a holistic advisory service dedicated to assisting clients achieve their financial goals and aspirations.

We are not owned by any provider (investment company, life insurance company, bank etc) in part or in full.  We have no special arrangements with providers unless they directly benefit our clients.  Put simply, our clients are our priority.

We understand that client circumstances differ and that their financial needs and priorities change over time.  We have designed our services to help guide clients through their financial journey and our approach is centred on five main areas: client focus; solutions; transparency; long-term relationships and service.

 

Client focus

Our clients are at the centre of what we do and, as independent advisers, we focus on tailoring a financial plan that reflects your specific needs.

 

Solutions

Our advice is centred on solutions rather than products.  Our financial and tax planning advice aims to deliver the best financial outcome for our clients for their given circumstances.

 

Transparency

Our clients recognise the value of good financial advice and understand that advice is not free.  All of our services can be paid for by way of a fee (or deducted from an investment) and you will always be aware of our charges prior to work being undertaken.  All of our charges are explicit, with no hidden charges.

 

Long-term relationships

Financial plans are ‘living’ and evolve as your aims, goals and situations change.  We focus on building a long-term relationship with our clients and stress the importance of ongoing reviews and planning.

 

Service

We believe that the strongest relationships are supported on a face-to-face basis.  Our clients have a dedicated advisor and back up staff with whom they can develop a strong relationship.  As an independent business we act solely for our clients and recognise that as a firm, we will only succeed if we deliver on our service promises and assist clients in achieving their financial goals.

 

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