Why choose us
Choosing who to go to for financial advice can be a hard decision – it’s your life and your livelihood, after all, so it’s important to make sure you find someone that’s a good fit.
What makes us different?
Most financial advice firms want to achieve an improved financial situation for you as as result of working together, and we’re no different. It’s what we do! But we also think our value goes a bit deeper than just performance. Here are some of the other reasons people choose to work with us.
We’re a family business
A family business with family values, our friendly and open approach is the kind where nothing is ever too much trouble. We love working with families too – it’s not unusual for us to advise multiple generations!
The right balance
Our family set-up means we benefit from a great balance of skill sets. We combine trusted experience and knowledge with new technologies and processes, resulting in a quality, multifaceted service.
Down-to-earth service
We firmly believe that good financial advice isn’t about using complicated language.
We’ll never bamboozle you with jargon or buzzwords, but instead, speak to you as human beings.
A culture of learning
We’re always looking for ways to improve what we do, and are committed to learning and expanding our knowledge. That passion extends to helping our clients learn too. We care about bringing you on this journey with us as a fully informed decision maker.
Our great reputation
We’re proud of the wonderful reputation we’ve built over the years, one that’s spread and shared throughout our local community. Many of our new clients come to us as a result of a close recommendation – a true testament to our standard of service.
Unique financial management
We build truly bespoke financial plans for our clients, taking every aspect of their lifestyle and aspirations into consideration to ensure their money works for them, in a way that is unique to them.
We are delighted to have been accredited with BS 8577. This is the only British Standard for financial planning and advice businesses. It provides a framework for best practice for embedding an effective operational management system. The accreditation demonstrates and recognises our consistency of approach and places our commitment to best practice at the heart of our business.
