We understand the importance of personalised service.
- We will arrange as many meetings with you as necessary, prior to providing you with advice, to ensure we know your personal situation thoroughly.
- Our advice will be focused on helping you achieve the financially secure future you desire and keeping you informed as to how you are travelling towards these goals.
- As part of our on-going service we will keep up-to-date with your changing personal circumstances and any changes in your goals and objectives, in order to ensure your financial strategies remain appropriate.
We will communicate with you regularly
We will provide you with regular updates regarding the implementation of our recommended strategies and provide updated details on your new situation once implementation is finalised. You will have easy access to your adviser by phone or email if your situation should change or if you have any questions throughout the implementation process.
We offer honesty and integrity
Our fee-for-service system ensures that we provide you with the most appropriate and objective investment advice as we are not influenced by varying rates of commission for different providers.
We will educate and develop our staff
We will keep up-to-date with changing legislation via ongoing adviser education and assess how it affects your personal situation. We will educate our staff to the highest level required for their role and encourage further education and ongoing personal development.
We will enable integration with your other professional advisers (including accountants and solicitors).
We will ensure that our recommended strategies complement any existing strategies you already have in place. We will also liaise with your accountant whilst they prepare your personal Tax Returns.
Our staff will always strive for efficiency
We action our recommendations as soon as you provide us with the authority to proceed. This allows quick implementation of strategies to ensure they are executed in a timely manner. Read more about us.