Our aim is to ensure that all clients have clear financial plans in language that everybody understands. Clients and ourselves need to be fully committed to their plans and have taken account of their personal and business goals. These plans can span clients’ entire lives and form the bed-rock of regular well-structured review meetings, where they are discussed, challenged and where appropriate, raise new emphasis or course-correction. 

We deliver this commitment to clients by: 

• Providing highly qualified, experienced financial advisers who meet with clients regularly face to face or via technology. 
• Ensuring that we only select people to join our team, whether administrators or advisers, who believe in our firm’s client outcome focused philosophy. 
• Putting in place a plan that takes account of all facets of financial planning and relevant taxation to help meet clients’ short, medium and long-term goals. 
• Working collaboratively with clients’ chosen Legal, Accounting and Lending professionals. 
• We agree tailored review meeting schedules with individual clients, so that they have a clear regular line of sight on their plans and progress towards their goals. 
• We ensure that our correspondence is clear and in straightforward language. 
• We make sure that our approach remains fit for purpose, tailored and sensitive to clients’ needs by regularly checking with them that they remain satisfied. 

In order to sustain our commitment towards a reduced carbon-footprint, we offer all clients e-based information sharing, including, ‘encrypted’ secure email communications, access to e-briefings and e-portfolio valuations. We also offer a combination of face-to-face meetings and ‘virtual’ meetings via freely accessible and secure technology.