Our Ethos

In all of our dealings we aim to achieve the following:-

To offer a complete service to meet our clients requirements.
To provide unbiased and objective advice.
To manage our clients requirements and expectations within the current economic conditions and available investment opportunities, whilst keeping an eye on long term growth and risk management.
To be open and transparent when dealing with clients, treating customers fairly and impartially.
All communication to be clear, fair and not misleading.
To offer a transparent charging structure.
To provide a timely response to queries, calls and emails.
To treat all clients’ with privacy and confidentiality.
To have staff who are competent and courteous and act with integrity at all times, in a professional and diligent manner.

Our goal is to exceed clients’ expectations. We do this by understanding clients’ needs and building long term value through one of our four discreet levels of service offered:-

Financial Planning

This is for clients who need expert advice for relatively straight forward financial affairs. This service is more suitable for clients who have a portfolio of less than £100,000 to manage, or clients with larger portfolios who wish to engage in a simplified investment approach.

Wealth Management

If you wish to invest in from £100,000 to £250,000 then we recommend our Wealth Management service.

Wealth Management Plus

If you wish to invest in excess of £250,000 then we recommend our Wealth Management Plus service.

Pensions

Financial Planning is not a one-off exercise. It is an ongoing process of managing financial matters with the aim of achieving goals in life. It requires regular monitoring and review that we can help with.