We provide Independent advice to individuals and companies on a wide range of planning issues. We do not have standardised packaged solutions because client circumstances and requirements are never the same. Our independence gives us the ability to take an unbiased perspective on the marketplace, in order to construct an investment strategy to suit your objectives. Our clients recognise our high levels of service and have every confidence in our ability to get the job done.
The basis for contact and servicing with our clients is always agreed at the outset of our relationship. Clients can have reviews on a quarterly through to an annual basis dependent on their circumstances. We like to review all our clients’ financial planning at least annually.
The main areas in which our advice is focused are:
- Investment Planning
- Retirement Planning
- Wealth Management & Preservation
- Financial Protection
- Tax & Trust Planning
- Estate Planning
We offer an initial client meeting, at our cost, to all new clients, to enable us to determine how we can work together to achieve their goals.
We are completely transparent and open about fees and costs. All fees for our professional services will be agreed with you in advance along with the way in which they are paid. The cost will ultimately be dependent on the level of service you decide you require from us.