Independence
As independent advisers with access to the whole of the market, we have the same financial products, investment funds and solutions available to us as much larger firms. That is to say we have access to all financial products available to intermediaries, and will carefully consider these in a structured manner before making a recommendation.
Flexible and Truly Bespoke Solutions
As financial services firms grow and they employ greater numbers of staff, it can become necessary to implement more controlling processes, which can limit advisers’ abilities to tailor their recommendations to your personal needs. While this can offer some benefits, we rely on our extensive knowledge, independence and technical ability, to provide a highly tailored financial planning solution, without the need to limit the options. We have our own internal processes to monitor our recommendations and ensure they meet our stringent requirements.
Personal Service
As a small team, you will have your own personal adviser who you will see every six months, and over time you will get to know our office-based staff as well. In addition to your adviser, our whole office-based team will be able to assist you in an efficient and friendly way.
Research
As an independent firm we have access to all the research tools and software available in the market. These complement our in-house research processes and we pride ourselves in the large suite of technical software we have available to our staff. We are also able to benefit from the extensive research of the industry’s largest providers, who allow us access to the data necessary to fully analyse their products, as well as the wider economic environment and trends.
Cost-Effectiveness
As a streamlined organisation, we are able to offer a more personalised and thorough service than most of our peers, at a lower cost to our clients. This is as we are not subject to the substantial overheads of larger companies, the cost of which must be passed on to their clients through higher fees.
Our Values
We have a strict set of values which are at the very core of everything we do, and help us provide you the very best financial planning service, while still looking after the environment, our staff and our community. Please see Our Values for more information.