Our approach

Work with one of our financial planners and you will build a lasting relationship of trust, care and honesty, helping you use your resources to achieve the life you want.

We put our clients at the heart of everything, and stick with you for the long term. We always give sound advice that reflects your current circumstances and helps you achieve your goals. And we stay in close contact, ensuring we respond quickly to any changes in your life and adjust your investments to suit your needs.

With you for life: our long-term commitment

Initial consultation

At the start of our relationship, one of our experienced financial planners will spend time getting to know you and understanding your hopes, fears and dreams. This is a no-obligation meeting held at our expense with the sole intention of establishing what you want from life, and how your money will help you get there.

We invest time in building a relationship with you and understanding what makes you tick. Then, when it comes to formulating your financial plan, we can be confident it will be right for your needs, lifestyle and aspirations.

A financial plan with you at the centre

After our initial consultation, we develop a bespoke plan, working with what you’ve got and planning for what you’ll need for your best possible life. We discuss this together, talking you through the options and helping you make informed and wise decisions.

An ongoing relationship

With your plan in place, we keep in regular and close contact. We meet at least once a year to ensure your plan is still on track. And, of course, if you need us in the meantime, we’re on the end of a phone or email, and always happy to help.

Transparent charges

Your initial consultation is at our expense. This gives you an opportunity to decide if we are the right firm for you, and enables us to identify how we can best help you.

Thereafter, we charge a fee for our professional services. We always outline what the initial fee will be so you know exactly what our advice and support costs, with an ongoing management fee to ensure your investment portfolio continues delivering the life you choose.