We aren’t traditional financial advisers
We tick the basic boxes you would expect for a firm of financial advisers or planners; we are regulated by the Financial Conduct Authority (FCA), we are well qualified and have a huge amount of experience.
However, there are several things which make us different.
We know what worries you
We bring decades of experience and a human touch to understand you and what worries you. Judgement, trust and accountability matter a lot.
You may be concerned about when you can retire, or that you may run out of money when you do. You may be worried about stock market volatility or making poor investment decisions.
A well-thought-out, regularly reviewed financial plan provides the peace of mind you need and the reassurance that things will be okay.
You will always know that “someone I trust is accountable for this”.
Our investment philosophy
Your financial plan will often require money to be invested.
We understand the fundamental principles of a sound investment strategy, which is based on decades of Nobel Prize-winning research, not the latest hotshot fund manager or slick advertising campaign.
Cashflow planning
Nearly two-thirds of our clients are business owners. They wouldn’t dream of running their business without a realistic and regularly updated financial cashflow. Armed with the information it provides, they can make sensible decisions for the short, medium and long term.
Why should your personal finances be any different? They shouldn’t, which is why we passionately believe in the benefits of cashflow planning.
We have helped people like you before
Most of our clients are business owners, entrepreneurs or senior executives. We have successfully advised many people just like you before.
Our clients have busy lives, accept the limits of their financial knowledge and are happy to delegate the management of their finances to professionals. Our careful planning applies universally to everyone.
We are financial planners
Simply put, that means we spend more time thinking about you and your aspirations than we do about financial products and investment funds.
We’ll produce a plan that allows you to live the life you want, safe in the knowledge that your money is in safe hands.
Watch the two short videos on the ‘Our Costs’ page to see how we approach this.
We consider the unexpected
Our unique Financial Fire Drill helps you prepare for the unexpected.
In many respects, we all want a quiet life. However, life has a habit of throwing the unexpected at us. We’ll help you prepare for those events, so your long-term future isn’t thrown off course.
You need someone you trust to help with life’s difficult moments: a business sale, inheritance, market crash, divorce, illness, death, incapacity or helping loved ones. Times when there is no mathematically right answer. We make sure decisions here are right, accountable and yours.