A plan, built around you
We focus on the things that matter most to you and your family. We don’t believe much in providing one-off advice because, as with most things, the best results are achieved through long-term dedication and commitment.
We will encourage you to examine your current situation closely and assist you in establishing some long-term goals. We’ll take time to get to know you and understand what you want—and what you don’t. This enables us to focus on the most important things to you and your loved ones. At the same time, we’ll identify the absolute must-haves and the nice-to-haves.
Once we’ve clarified what you want out of life, we’ll work with you to build and develop a bespoke plan of action—a financial roadmap if you like. This plan will set relevant and meaningful objectives, which will be adjusted as your circumstances and requirements change. The roadmap shows where you stand (at any point) versus where you want to get to.
We aim to make your life easier, less stressful, and more connected. It’s not rocket science; it’s just old-fashioned common sense combined with objectivity, devil’s advocacy (as and when required), and a high degree of financial expertise.
As far as we’re concerned, that’s what proper financial planning is all about.
Our 'big picture' approach
We believe your overall situation in life is a critical issue. Investments, funds and other financial products facilitate your goals and ambitions; they’re a means to an end instead of an end in themselves.
Experience tells us that you’re much more interested in knowing when you’ll be able to retire, how many holidays you can afford each year, and whether you can afford to gift some money to your children or pay for your grandchildren to be privately educated.
Our relationship with you will be founded on this ‘big picture’ approach.
Making the complicated uncomplicated
When managing your money, we aim to provide you with the best returns for the least risk at the lowest cost. In our minds, investment management doesn’t need to be any more complicated than that.
Having established your goals, we identify the types of investments best suited to help you achieve them.
Most of our clients favour a diverse mix of low-cost, streamlined investments designed to track a particular market or index, such as the FTSE 100. Other investors prefer funds where the manager chooses which underlying securities to include in their portfolio. Whichever solution we recommend for you will be matched to your individual needs, circumstances and beliefs.
Naturally, you’ll want to invest in rigorously researched funds and accounts. By taking full advantage of our resources, you’ll know that your investments are considered best-of-breed within their respective categories and sectors.
Like you, we accept nothing but the best.
Case studies
The following case studies, all of which are based on actual events, show you the types of clients we work with and some of the diverse circumstances, needs and objectives we encounter and satisfy.
Case studies coming soon.
The value of our advice
No doubt you want to know sooner, rather than later, about the costs of our advice; hence our transparent, honest and direct approach to the subject.