Financial Planning & Advice

Independent Financial Advice

We research and consider the full spectrum of investment products and opportunities before making any recommendations. Taking into consideration your current arrangements, circumstances and goals, we tailor a strategy to ensure the financial advice we give and your financial planning is aimed at yielding the results you need it to.

Our Approach

Our reputation isn’t built on our years of knowledge alone, it’s also built on service – our advice is completely impartial and we treat you as an individual. Whilst our service has developed over the last 36 years, our key principle has always remained the same; we deliver knowledgeable advice in a friendly way that’s easy to understand, using the best technology in the market, with an old-fashioned, common sense approach. We don’t insist on dealing with you over email or via post, quite the opposite. We much prefer the opportunity to sit down with you and discuss your requirements and concerns in person, to ensure that you feel reassured that your finances are in order.

We use a market leading research company Square Mile, based in the financial centre of London, to provide insights into the portfolios best suited to your needs. Not only does this happen before you join us, but once you are with us, they constantly review performance and provide us with up-to-date data to allow us to manage your investments to give the best return.

Financial Planning

Just as no two fingerprints are the same, no two clients are either.  We offer independent, impartial financial planning, tailoring a strategy specifically towards what you tell us is important to you.

The first time we meet you we will sit down together and discuss your current finances, your aims and goals for the future and any concerns you may currently have.  We’ll then take that information and assess your options and requirements.  Taking a holistic look at your finances, allows us to put together a plan that meets all of your planning objectives, looking at your situation from your perspective – everything is individual to you, the client.

As well as creating and implementing your financial strategy, we regularly review the progress and results from your investments and planning to ensure your finances are meeting your goals.