To our clients
- We commit to providing a highly knowledgeable, independent and individually tailored service, which is delivered in a clear and fair manner.
- Our modest size allows us to offer a cost-effective charging structure, while allowing us to focus entirely on clients’ needs and providing a highly bespoke service.
- Investing in our technology and employees, ensures we remain at the forefront of financial planning techniques and achieve the most effective financial planning solutions for our clients.
- Our total independence means we are able to recommend all financial products and solutions available to intermediaries in the UK, while our modest size allows us to provide a more bespoke service than most larger firms.
To our employees
- We feel a well-supported, happy and healthy workforce, ensures our clients receive the very best service possible. We therefore commit to maintaining a working environment in which employees feel valued and supported, with tailored development and training for all employees, to help them meet their aspirations and continuously improve their knowledge and skills.
- We provide our employees with personal development budgets, paid volunteering leave, and support for their physical and emotional welfare.
To our community
- We commit to spending 5% of our turnover supporting community organisations in our local area.
- We are striving to meet the strict requirements to become a Certified B Corporation, which will independently substantiate our commitment to high standards of social and environmental performance, transparency and accountability.