Truly Independent Financial Advice
We are a boutique firm of independent financial planners established in 1999. We create financial plans designed to achieve, maintain and protect a desired lifestyle. We will craft and implement your plan which will provide you with the greatest chance of accomplishing your unique goals based upon the values that you hold. Financial products are little more than the tools to achieve your required results and because we are independent, we have access to all financial products should any be required and we believe them to be suitable for you.
The Bigger Picture
We achieve a positive difference in the lives of our clients, their family and friends. We enable our clients to focus on what they really value and want out of life. Life is short and none of us know how long we have. We encourage open dynamic thinking and offer a lifelong perspective so that you are able to make the most of the time you have.
Applying Your Values
We provide a space for you to think deeply and identify what is truly important to you. We apply our expertise to create an authentic plan that provides you with the best route to accomplishing your goals.
Seize the Day
Most of our clients are busy, successful people. You may even have heard of some of them. Even before we were involved, our clients often had goals that they were working towards. However, our experience is that very few people, however famous or successful, have a unique clear workable plan that provides the motivation required to deliver a lasting sense of achievement. Having goals or even a written plan is fruitless unless it is implemented. That’s why we decided to only work with clients who take action and understand the power and purpose of delegation and why our clients achieve the results they seek.
A Faithful Fiduciary Partnership
Our role is highly personal. You will need to trust us with very individual, often confidential information. It will be apparent then, that we need to respect and trust each other. We will work hard to earn your trust by ensuring that we keep our promises. We will require you to meet with us in person to review your plan and progress. So it is important that we like each other too!
A Place Where You Are Known
Many of our clients appreciate our highly personal service. Our team approach means that your relationship is not simply with an adviser, but you can rely upon our entire team. We serve a deliberately limited number of clients, ensuring that you are at the centre of our focus.
Price is an important element of financial planning and we believe that we can reduce investment costs for most people. However, the most significant value is having a financial plan that is based upon your values and gets you to where you want to go.
We have always operated on a fee system. Starting on 1st January 2013 all financial advisers have to charge fees under the regulators new rules (retail distribution review – RDR). Our service is designed for those who wish to maximize the value from their lives and finances. Our fees for new clients start from £3600 depending on what your specific requirements are.
We tend to find that most people have been paying considerably more for their financial planning due to the investment charges and commissions. As a result, for most of our new clients we find that we reduce the cost of financial planning.