Working with us

We believe that the very best advice can only be achieved through a combination of technical expertise and a thorough, detailed and up to date understanding of your needs and longer-term aspirations. All of our advice and our recommendations will therefore be tailored to meeting your financial objectives.

We have a commitment to charging appropriate fees for our time and expertise rather than fees based simply on the size of transactions. We’re open and honest about our charging structures and your adviser will happily answer questions at any time.

We do not act for everyone we meet because we believe that chemistry matters. We work with you on a face to face, one to one basis and we always ensure you work with an adviser who is on your wavelength and whose qualifications match your requirements.

The first step

We start by determining your most immediate needs and follow our financial planning process to deliver a robust plan for us to work on together. Everything starts with a no obligation conversation for both parties to find out about each other. Only when we have made the joint decision to work together do you commit to a fee basis and this will be explained at every stage.

Everything we do is based around your needs, so it is important we keep in regular communication to ensure we can always match our services to your changing requirements. A good pension scheme will serve for very many years and our aim is to provide the level of highest ongoing service.

To find out more about our services, or book your initial meeting, please get in touch.