Our clients tell us that we are very different from other financial advisers and wealth managers. Part of what makes us different is our focus on your goals and objectives, rather than selling you a product. All advisers can sell you a pension plan or investment fund. Very few have what it takes to consider the bigger picture.
We work as a team and that also makes us different. As well as the relationship you will have with your Financial Planner, you will also have a team of experienced individuals working behind the scenes to help you to achieve what you want. Our Support Team take care of all the administration as well as research and reporting.
We are very accessible. We do not insist that you come to see us at our offices, although we always welcome clients who prefer to have their meetings with us here. We appreciate how busy you are so make best use of the telephone and email to stay in touch throughout the year.
We want to be available when you need us. We know that you will value our opinions and we are always happy to have a conversation with you.
Call us on 01483 274566 or send a carrier pigeon to arrange your meeting.