What we do

“The true meaning of life is to plant trees, under whose shade you do not expect to sit.” ~Nelson Henderson

We build relationships and trust so that we can work together to manage your finances and provide you with the right advice, now and in the future. Whether it is to plan for the future, protect those close to you or enjoy the here and now, we’ll ensure you make the right decisions about your money.

We are proud of what we achieve for our clients, the sense of satisfaction gained from client testimonials; and knowing that our clients are in a better position for working with us is what gives us the drive to continue to deliver and improve on what we do.

We don’t sit still, we know that we need to continue to develop ourselves and our business in order to maintain our position as a leading financial planning firm. Whether this is through staff development or improving our systems and processes, we will strive to be better.

Everything we do is centered on the client, a happy client means a happy business. We know that investing money is not an exact science and that no one can predict the future. We work hard to make sure that the money we invest on your behalf is in line with your financial goals and attitude to risk. We also manage expectations; we’ll be honest with you and let you know if things aren’t going to plan, and then work with you to get things back on track.

Honesty works both ways, we’ll also tell you if we think you’re making the wrong decision. Not all clients rely on our advice, we know that at times we may just be a sounding board. That’s fine by us. Our job is to listen and work with you to help you get to where you want to go.

Are we talking your language? Give us a call, we’re a friendly bunch, a quick chat on the phone will help you decide whether we’re the type of people you can get along with.