Are we right for you?
Your relationship with your financial adviser or planner must be one based on trust. After all, your wealth is incredibly important and personal to you.
However, we also believe that this relationship must be focused on achieving your goals over your lifetime. If you’re looking for simple one-off transactional advice, we may not be the right fit for you.
1.Plain-speaking, not condescending
We’re here to simplify your financial situation and promote your understanding of how to manage your wealth. We love answering your questions, no matter how simple they seem, so we encourage you to keep on asking.
2.Helping you feel better about money
With our simple, step-by-step approach, we’ll help you to enjoy your wealth; using it wisely, protecting it in the early years, saving it for the future and spending it in retirement without fear of running out. And we’ll help you to form good habits which will give you options for the future.
3.Independent for your benefit
We are completely independent which means that we’re not constrained by financial product providers. This enables us to find the right financial solutions to meet your goals. We’re also directly authorised by our regulator, the FCA. This means that we don’t have to fit our services into a process which hasn’t been created by us.
4.Fair Charges
We charge a fair fee based on the complexity of your situation not the amount of wealth you have. With this in mind, we’ve developed specific service levels designed to meet your needs. Not many financial planners make their fees publicly available, but our charges are detailed in full on our ‘How we charge’ page.
5.And there’s proof
We’ve helped many clients who are high-earning professionals, along with those who are in retirement, or planning for, or transitioning into retirement. Some of our clients have shared their stories, explaining how we’ve helped them to simplify their finances and achieve their goals. Take a look at our ‘Client stories’ page.
