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who are we?
We are a firm of financial consultants providing quality independent financial advice to individuals and businesses alike. We work mainly from existing client referrals and work closely with fellow professional partners namely accountants and solicitors to provide quality financial solutions to our customers who, with funds approaching £350m, rely on us for their varied financial needs.
what do we do?
We offer advice across the complete range of financial products including:
- Mortgages
- Pension Saving
- Protection
- School Fees planning
- Savings & Investments
- Portfolio Management
- Pension Income options
- Tax & Estate planning
- Long Term Care
- Equity Release
- Succession Planning
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how do we do it?
Having first gained a full understanding of our client’s circumstances and requirements via an in-depth fact find, we will outline in plain English our suggested strategies and recommendations (if any).
We then implement any recommendations made using our relationships with key product providers and Investment fund houses. Due to our size we have negotiated discounts and enhancements not normally available to smaller firms or individuals, these we are able to pass on to benefit our clients.
We then agree a communication strategy to work closely with our clients to monitor and review their goals going forwards. This forms the basis of a valued ongoing relationship.