Technology

Alongside our first class team of people, who always try that bit harder, we believe use of cutting edge technology is vital.

This technology supports not just you as our client, but also your adviser which in turn helps them to do a better, more focused job for you.

We are starting to test and integrate the latest industry specific AI; you might come across some of this in meetings with your adviser.

We are combining the behavioural science talked about above with the latest industry tools to ensure that we try to understand you as fully as possible – for example in your attitude for risk and capacity for loss.

Also, using the latest technology to help build your lifetime financial plan…