About you

Our clients range from people in their 20s, 30s and 40s who want to make the right decisions relatively early in their financial lives, to those in their retirement years who want to make the best use of their assets and, in many cases, minimise Inheritance Tax.

People who benefit most from our services:

• Take a keen interest in personal financial matters and are reasonably well informed
• Are in a fortunate financial position and want to maximise this opportunity
• Don’t really want to look after everything themselves but haven’t yet found the right adviser
• Know that with the right advice, their finances could be improved but need to understand the costs
• Understand that good advice needs to be paid for and that qualifications demonstrate professionalism
• Are reasonably “settled” and don’t expect to make any drastic changes to their lives
• Are positive about the future

Experience has shown that our services are best suited to those people who are serious about their finances, are prepared to invest time and money to play their part in the process but who understand that there is more to life than simply accumulating wealth.

Likewise, our experience has shown that our service (particularly the Comprehensive Financial Planning Service) works less well for people who expect to rely on a final salary pension or a property portfolio in retirement. We would also encourage those people who have significant mortgage debt to consider reducing this before becoming clients.

If you would like to learn more, please call us on 0845 602 7875 for more information. Even if you don't feel that our services are right for you at the moment, but you wish to make some positive steps towards improving your finances, please give us a call. We are always happy to have a chat with people who take the time to contact us and we will try to point you in the right direction.