Our promise to you
Get to know us
Making the decision to seek financial planning advice can be daunting and choosing the right financial planner in a sea of options can feel overwhelming.
We promise to give you the same advice that we’d give to our own families. That’s why some of our clients have been with us for over 20 years.
True to our values, we appreciate honesty and we know you do too, which is why we remain transparent with our fees and how we conduct business with you.
Our initial meeting is free of charge, which enables us to assess whether or not you will benefit from our service and receive value for money before you make any commitment.
The value of financial planning
Research has shown that by taking financial advice from a professional, you are more likely to improve your wealth significantly over time.
We will help you to explore your financial objectives by getting to know you assessing what is possible for you and will only take on new clients where we are sure they will see a significant return for their investment.
Over 90% of clients responded to our recent client satisfaction survey to say that they felt our Financial Planners understood them and their requirements a great deal. The same percentage of clients said they were likely or highly likely to recommend us to family, friends and colleagues. However, we’re not resting on our laurels and are always looking at how we can improve on these numbers.