Our way of thinking
We are a financial services firm who believe in ‘teaching our clients to fish’.
By this we mean that, whilst it is sometimes difficult to understand the implications of various financial products and their effects on you and your circumstances, that doesn’t mean you cannot learn and we make it a point not to rush decisions, give you all the information you require to come to an informed decision and guide you every step of the way.
We help you to make sensible and smart decisions about your money
Making financial decisions when you don’t know the right questions to ask, let alone the answers is something we all come across and having someone to talk to that understands your circumstances and therefore knows what you are trying to achieve can be extremely beneficial and reassuring.
Please visit our ‘what our clients say’ page to see some of the gushingly nice things that our clients say about us and our personal financial services and business financial services.
Some of our services that our clients value:
1. The ability to discuss various aspects of their affairs with their adviser either by post, telephone or email between review meetings without incurring extra fees. Our clients have access to their adviser at all reasonable times and this has always been a cornerstone of our service. We understand that there are many times when things can’t wait. If it’s got to be done it’s got to be done – now.
2. Our ‘Other Professionals’ service is valued by our clients. We are able to talk to your accountant and/or solicitor (with your permission of course) to ensure that, whatever you are trying to achieve, the answer will be a combination of financial and legal solutions that are clear, co-ordinated and joined up.
3. Our newsletter is always appreciated and produced four times a year. The newsletter is an in-house publication that enables us to convey relevant and timely articles that are written by us in simple language with no jargon.
4. We offer an Inheritance Tax planning service to all our clients that will provide advice on tax efficient planning and gifting strategies to ensure your assets pass to the next generation and not the Chancellor of the Exchequer. Sometimes we hear that potential new clients have been told “because you are single, you cannot do any estate planning”. This is simply not true and we can show you which types of planning solutions could be appropriate for your individual circumstances.