Why choose us?
We aim to serve you differently compared to other financial advice firms. We offer differentiation through our use of behavioural science, our use of the latest technology and also, most importantly, our people - we are an experienced and highly qualified team who always try harder for you.
We value our clients as individuals and our commitment to independence means that we have the freedom to always put you, our client, first.
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We always start with the end in mind; your peace of mind that your financial goals, which power your life goals, are on track.
To do this we have a four stage process:
Why?
We listen and understand you, your story and your goals
- Why are you seeking Financial guidance?
- Where are you trying to get to and where are you now?
- What do you want to do before you die?
How?
We inspire and create your financial plan
- How much is enough?
- How much can you spend before running out of money?
- Could you actually be spending more / taking less risk?
What?
We implement and manage your plan giving you bespoke financial advice
- The Financial tools to make the plan happen:Estate/IHT planningRetirement / Income withdrawalInvestments (Longer term)Savings (Short/Med term)MortgagesHealth / Disability / income protectionProtection (Life Assurance)
When?
We manage and review with you on an ongoing basis as a trusted long term partner
Understand
Inspire & plan
Implement
Review
1
It starts with asking why?
And then listening and understanding.
And then listening and understanding.
2
We then look at how?
And jointly build a financial plan that will inspire you.
And jointly build a financial plan that will inspire you.
3
Often (though not always) we might need to implement financial solutions & products to help you achieve your goals.
4
We then continuously manage and review your plan and its underlying components.
All of this takes place with the support of two things
Excellent technology
Which enables both you and your adviser to create, deliver and manage your plan.
Excellent people
Excellent people who understand good old-fashioned customer service and have decades of expertise.
Our team of experts, which includes a Chartered Financial Planner and Chartered Tax Adviser, have been providing expert advice since 1990. And, we try that bit harder.
Our team of experts, which includes a Chartered Financial Planner and Chartered Tax Adviser, have been providing expert advice since 1990. And, we try that bit harder.
That’s it in a nutshell;
a strong, consistent goals-based financial planning process which can be used at different stages of life, backed by helpful technology and first rate people.
Please feel free to contact us for a no obligation initial discussion.
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