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How We Work

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Our aim is to provide you with clear, expert and relevant independent financial planning advice. We spend a lot of time understanding your financial aims and aspirations before setting out a clear plan detailing how you can best achieve these.

A plan centred around you

Wherever you might be on life’s journey you will have financial challenges to meet. Our advice is aligned to your specific requirements and is designed to meet these challenges in an intelligent and meaningful way. You will want to know if your aims are realistic, how much you need to save, where best to place your assets and how to control investment risk. We can answer these questions for you by building a bespoke financial plan, which together, we will monitor and adjust to ensure it remains on track.

Independent and knowledgeable

We passionately believe that the best advice you can receive is from a financial planning firm that is truly independent. This ensures that your adviser is free to select and implement the financial solutions that best meet your own circumstances. We are not tied or restricted in any way when considering how we can best structure your financial plan. We also believe our people should strive to constantly build their own knowledge for your benefit. To demonstrate this we have achieved the coveted Chartered Financial Planning status at corporate level.

A team approach

Your adviser is backed by a great support team to ensure that you receive an excellent service. Our Client Liaison Assistants are on hand to answer any day to day queries you may have and to ensure that all paperwork requirements are dealt with efficiently. Sitting between your adviser and your Client Liaison Assistant is a Technical Team that expertly crafts your financial plan. They are highly qualified individuals with an in depth knowledge of the full range of options and solutions available.  They are experts at bringing these together to meet your needs.

Long term plan

Your financial plan will run for many years and during this time your life will change, legislation will change and investment markets will change. We regularly maintain contact with you to ensure your plan remains relevant and on track to achieve your objectives. We have a robust succession planning system in place to ensure that we are at your side for as long as you need us.

Transparent and fair fees

We will always clearly communicate the fees applicable to any work we carry out on your behalf and will not proceed until these have been agreed with you. We regularly compare our fees against the wider market and are confident that we provide a very competitive fee structure for fully independent financial planning.

Please contact us on 0800 8321785 or email us using the form on this page to find out how we can help you.

Please be aware that the value of investments can go down as well as up, so you could get back less than you invested.

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