Our Business Philosophy
As a financial planner, you might expect us to focus on money for our clients - but our relationship with our clients runs deeper than that.
Trust is the most important element of our relationship with our clients. We know that we have to earn that trust, and this is a key focus of our business.
Everything we do is focussed on developing strategies for our clients. The strategies are determined by our clients’ circumstances, their personal values, and what they want to achieve.
Financial products are secondary considerations – they are only recommended if required to implement strategies. (We are not “product floggers”.)
We provide advice on a range of asset classes, including property funds and shares. Many of our clients have a strong affinity with a particular class of asset. We work closely with them to develop strategies that suit their preferences.