Unlike the larger financial institutions our service is genuinely personal. Many of our clients have been with us since launch and we have advised through numerous lifestyle changes and market upheavals. We believe that we can only do a really good job if we know our clients well. Our clients need to be confident that they are dealing with a knowledgeable and trustworthy adviser, who will be there for the long term. Equally, we will work with you in whichever way you want to work. Some prefer face to face contact, while others may be too busy, either way, we want to work with you in the way you want to work with us.
Our investment service is advisory and the portfolio we propose and monitor for you will be unique and specifically designed to meet your needs.
Four Stage Plan
Our four stage plan will ensure you are setting out on the right plan for your investment, whilst allowing us to carefully manage your plan and portfolio. First we Create your plan, step two is Implementing your plan, then we start Managing your plan and finally we carefully Review your plan at regular intervals so that we can make adjustments as needed.
From the inception of the business in 1996, we have charged a fee for ongoing investment advice. We do this because it remains our belief that no matter how good an adviser is at analysing your circumstances and designing a portfolio of investments, if your investments are not reviewed regularly and adjusted, they can deliver unwelcome surprises. More importantly, because of the kind of sudden extreme changes we have seen in financial markets in recent years, you can end up taking on far more risk that you have intended or is appropriate for your objectives and circumstances.