WHAT DO WE DO?

We listen. We listen to your long-term financial goals. We listen to what’s important to you. We take the time to really understand your appetite for risk.

Then, and only then, will we offer top notch honest, unbiased financial advice in a down to earth way that our clients appreciate. Everything we do is focused around helping you make the very best decisions about your money, be that in relation to investments and asset management, pensions or protection. We keep your ongoing costs to a minimum without compromising your returns.

WHO DO WE WORK WITH?

There’s no doubt in our mind that nearly everyone will benefit from getting professional financial advice. And the earlier you start, the better. However, finding the right IFA to help you and your particular circumstances can take some research.

So, having debated long and hard over how to explain who we work with, we’ve decided to do what we always do, and just be honest.

Some people are a bit…sensitive when it comes to talking about money. Some people find it distasteful to talk about how much money they have, or to be put in a bracket based on their wealth (or lack thereof). And we don’t necessarily disagree.

However, the fact remains that we primarily work with “high net worth” individuals. That’s people who have quite a chunk of money that needs careful management. There. We’ve said it.

WORKING WITH HIGH NET WORTH INDIVIDUALS

The reason we primarily work with high net worth individuals comes down to the skills and experience that we have here as a team. We excel at asset management and more complicated investment portfolios. That’s where we consider we can be most helpful and add most value to our client’s lives.

These customers really appreciate our ability to explain complicated issues. They also trust us and our experience to help them make the very best decisions to protect their wealth and ensure their families benefit from their hard work in the future.