Our Approach
A personal service
At its core, our service is a traditional, face to face advice service.
We listen to people and understand what’s important to them. We provide them with sound advice and recognise potential pitfalls, and shield them from decisions that won’t benefit them in the long run.
We take something that feels complicated and present it in a way that isn’t.
…Enabled through technology
To deliver our services efficiently, we engage with cutting edge financial planning tools to assist us in delivering appropriate outcomes for our clients.
We recommend and use award winning investment platforms to seamlessly arrange and administer pension and investment accounts, which reduces administration for our busy business clients.
…with Professional Investment Management
We engage with a range of professional investment managers for the day to day running of portfolios for our clients.
Through researching, monitoring and reviewing these portfolios, we ensure that they are suitable for our clients initially and on an ongoing basis.
We not only consider the appropriate level of investment risk for our clients but also any personal values and preferences they may have.
…and Lower Charges
Throughout the investment process we endeavour to keep charges as low as possible.
This is demonstrated in the investment portfolios that we recommend to our clients but also in the investment platforms that we use.
We embrace the principles of “evidence based investing” which utilises low cost index funds, to create highly diverse and lower charged portfolios, to deliver optimum long term investment returns for our clients.
Would you like more information? Get in touch, to speak to an adviser.
If you are a business owner and would like to discuss how we can help you, please contact us for an initial meeting.
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