We are Chartered

We’re proud to be a Chartered firm of Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices.

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We are financial engineers

We believe in getting to know your situation, needs and objectives so that we can design a financial plan that is truly bespoke. We call this financial engineering: tailor-made solutions that take you from where you are to where you want to be.

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We are independent

Our independent status enables us to operate on an unrestricted basis, meaning we can recommend products and providers from the entire market. This gives our clients access to the widest possible range of financial solutions.

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We are experts

Our Financial Planners are experienced, qualified professionals, each of which is supported by a dedicated Technical Analyst and an Administrator. All our team members hold qualifications relevant to their role and have many years of experience in the profession.

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We are SIFA members

SIFA operates the Law Society-endorsed Directory of Professional Financial Advisers. The SIFA Directory only lists firms which are trusted, free from the influence of third parties and who specialise in professional connections.

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We believe in integrated solutions

We are always happy to work collaboratively with our clients’ other professional advisers. By doing so, we can create integrated structures and solutions. This approach recognises the individuality of our clients and the unique nature of their financial arrangements.

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We are friendly and personable

Planning for your financial future is serious work, but we believe that a friendly and personable approach achieves the best strategies and solutions. Our team of planners and our wider support team are committed to building long-term relationships and friendships with our clients.

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We add value

We believe in providing advice that truly adds value to the people we work with. Additionally, unlike many firms, our fees are not calculated as a percentage of the value of our clients’ investment portfolios; a practice we regard as old-fashioned and inappropriate for our clients.

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