WHY DO OUR CLIENTS CHOOSE US?
We’re personally invested in your success. Nothing brings us greater satisfaction, than seeing the work we do, help you achieve your life goals. We’re not just here to invest your capital, but to help you use your money to achieve all the things you want out of life. With you on your financial journey, helping you plan for those key milestones, and celebrating when you reach them.
Our business only succeeds by delivering exceptional service and results, so that is exactly what we strive to do.
As we approach our tenth birthday, we’re proud that so many families entrust us with their financial planning and wealth management. We don’t advertise, so the steady growth of our business has been built only from personal recommendations from existing clients, and other professionals, who value what we do. You’ll find this reflected in the kind words of our many Google reviews.
There are many reasons why our clients choose to work with us. Some of these we explain below.
Further down the page, you’ll also find the results of our 2021 client survey, showing what our clients think of our service.
We are financial planners
As financial planners, we believe in planning for your financial journey, not just investing your capital. It’s only right that you and your life goals come first. We’ll spend plenty of time discussing your objectives, any challenges you face, and where you want to go in life, both at the outset of our relationship, and during our regular reviews. This ensures that our financial planning strategy and investment approach is always tailored to you, and the things you want to achieve.
We are independent
We have independent financial adviser status. This means that when it comes to managing your investments and selecting the plans and products that sit around them, we can choose from the whole of the market. Unlike some large advice businesses, we have no ties or obligations to use particular products, providers, or one-size-fits-all solutions. This enables us to put the financial pieces together, using the absolute best tools for the job, whilst controlling costs.
We are highly rated
We regularly survey our clients and are delighted to say that 100% of those who completed our last survey would recommend our services to other people, whilst 100% believe working with us has helped them achieve their life goals and objectives. We’re also proud of our many Google reviews, which tell stories of how our work has enriched the lives of our clients and what they think about our service.
