Like you, we are frustrated at feeling exploited by the financial world
You are likely a business owner, entrepreneur or senior executive looking for the best way through the modern financial complexity simply, effectively, and efficiently.
From experience we know solving initial challenges is only half the story.
You also want financial security and peace of mind and this lies in the long-term where we sit alongside you year in, year out to keep answering your big question: “Are we going to be okay?”
Business owners and entrepreneurs
As business owners ourselves (and with our own families to think about too), we know the opportunities you need to take advantage of and the threats you need to avoid.
If you are worried about your money and investments, phone us to book a meeting and watch the two short videos on the ‘Our Costs‘ page to see how we address this.
Senior executives
You have worked for decades building your career. At some point you may want to step back, perhaps realise your share options, take on a non-exec role, or just retire.
You will want to know if you’re on course for your chosen strategy and work out what your ‘number’ is. We can help you with all of this – watch the videos on this page and think how it can relate to you.
Here are a few things we don’t do:
One-off projects: We form long-term relationships with our clients, putting in place, and then reviewing, a financial plan to meet their objectives.
Timing the market: Investments should be made, and held, for the long-term. Trying to time the market so you buy or sell an investment at exactly the right time is frankly impossible.
Stock picking: We are financial planners, helping to secure your financial future. We don’t have a crystal ball which predicts the shares or investment funds that will outperform all others next year. More to the point, neither does anyone else!
Work with people where we can’t add real value: We will never take someone on as a client if we don’t believe we can improve their financial situation.
