Are you looking for a company that understands your aims and aspirations?
We believe that the most important element of sound and sensible financial planning is to ensure that we take the time and make the effort to understand your aims and aspirations for the future. Only then can we respond to your wishes and build a tailor-made plan to fit your circumstances. We will work at your pace, listen to you and then explain our recommendations in clear and simple terms.
We aim to build long term relationships with our clients. Once we have agreed and implemented a plan for you, we are keen to meet on a regular basis to monitor the plan and to check that it remains on course to fulfil your future objectives.
…and lets you stay in control?
If we expect you to take a leap of faith in engaging us as your financial planner, it is only fair that we should first demonstrate a strong belief in our process. Accordingly, whilst we will clearly explain the cost of our advice when we first meet, we will only start to charge you once you have seen the recommended plan and had the time to assess whether there is the foundation for a long-term relationship.