Bridging the gap in your financial plan is more than just finding a financial adviser.
We put you in a position to make informed decisions about both the here and now and the future. Your life is a journey and we will stay with you on your journey.
We know that we are not all alike. We understand that individuals do not want to follow the herd. We believe that everyone has a different path to a different ambition. And we know that nobody knows you like you do.
How do we know this? Because we too are individuals with our own ambitions.
It's not about the money, it's about your ambition.
So your path will change. Your ambitions may ebb and flow but what is certain is that the money required is relative only to your ambition.
Therefore we need to be attuned to your wishes. We achieve this by being strategically small, smart and responsive; working closely with you to navigate your course.
We pride our independence. We are beholden to you and you alone. Your agenda is our agenda. Your journey is the one we would like to share.
Because every one is unique we charge on a time basis for our advice, a fee which we agree in advance.
Equally our on going help and support will vary according to your needs but to give guidance we have created one broad service charter allowing you to receive the support you need. We will explain this and consider your best fit when we meet.
Our team are multi-disciplined experienced advisers, partners, husbands, sons, parents and businessmen, who will empathise with you.
It's about both what we do and how we do it.
What do we do?
We work with you; inform you and empower you to create a financial plan
We consider all aspects and impacts on your wealth, financial protection, tax efficiency and ultimate aspirations
We never dictate; we work collaboratively
We seek to establish two way trust
We look to offer elegantly simple solutions
We avoid the esoteric
We create wealth by protecting it
We are long term strategists not short term players
We work on transparent fixed fees
How do we do it?
We meet initially (at no cost to you) to see if we can work together
We have to understand your needs and aspirations and views on risk
We get to know as much about you as you are willing to offer, though
We will not act for you without enough information to help you plan effectively
We set out at the beginning what our help will cost and we ask you to agree our fee in advance
We independently evaluate the market for the most appropriate solutions and
We produce a written financial plan of action with options and recommendations
We present this plan in person and make sure all content is understood
We agree a plan of action to meet your current needs and a framework for future aspirations
We agree an ongoing service charter that suits you as an individual which will be explained at our first meeting
Before you swim Put a toe in the water.
Our mission is to redefine financial advice. But words come easy.
Whether a potential client or colleague, there are so many things that should be a given from a company that offers you a service. Professionalism, transparency, simplicity, integrity and most importantly trust. But is this always the case?
So why not put a toe in the water to test whether you feel comfortable that we can deliver these and more?
We always welcome conversations with like minded people.
To talk with us click here.
How do we compare to others?
Investment Performance - We are concerned only about absolute return not relative returns to unfamiliar benchmarks. We use five model portfolios of investments that match varying risk profiles.
To see our portfolios past performance over 1 year click here.
What's the catch?
We are concerned only that our charging is fair, transparent and understood. Which is why our advice and implementation is carried out on an agreed fixed fee, specifically related to estimated time spent.
To understand how we charge and how those costs compare to other advisers please see our comparison table here.
If you would like to talk to us about your needs and to understand the cost of our advice please call us on 01223 792 196 or email firstname.lastname@example.org
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