Our Firm
We aim to:
Put our client's financial interests first - This is our main philosophy borne out of many years' experience working with clients.
Listen to our clients - and get to understand their real needs and concerns is a crucial part of our service. We aim to develop a long-term relationship for mutual benefit. Most important of all, we enjoy working with our clients and solving their financial problems.
Offer a transparent approach to charges - We distinguish between giving financial advice and arranging transactions. Having received financial advice from us, clients are under no obligation to proceed.
We offer clients a choice of charging by Fee or Commission giving full control over how we are paid. If you choose to pay by Commission we will rarely take the maximum available for an Investment or Pension, depending upon the time spent, or likely to be spent, in carrying out the work, the complexity of the work, the skills of the person doing it and our liabilities and regulatory obligations in respect of the work.
Our Mission statement: " We aim to exceed you expectations when securing your financial goals, creating and preserving wealth"
We would be delighted to talk to you about your financial planning needs and will always give you an indication of what we would expect to achieve and details of the costs before we start work on your behalf.