We add value

Recent evidence clearly demonstrates the value of financial advice:

A 2017 report by Royal London and the International Longevity Centre showed that, on average, people who work with a financial adviser boost their assets by up to £43,245.

A recent study by Vanguard identified seven key areas where advisers can add value, estimating values for each area. The total sum was discovered to be around 3% per annum.

With that in mind, this is how we work.

Unlike many firms, our fees are not calculated as a percentage of the value of our clients’ investment portfolios. We feel this practice is old-fashioned and inappropriate for our clients.

For us, it’s not about how much money you have, but how much value we can add to you.

We ensure our fees are explained thoroughly and agreed before we start any work. Our clients can also choose the basis on which we are paid, either on a “time spent” basis or project fee. Our fees will depend entirely on the complexity of your situation.

An emoji guide to investing

One of the ways we add value to all our clients is to provide reassurance during periods of stock market volatility. The innovative animation, on the right, uses emojis to explain how both successful and unsuccessful investors behave:

What do our clients have to say?

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If you’d like to come in and chat to us over a coffee, we’d be happy to welcome you into our Marlow office. If you’d like to find out more about our services, please get in touch via our contact form.