Who we are
We can help you whether you have £30 million (our wealthiest client) or are "one up from a church mouse" ( we have a few). Why, because everybody wants to achieve the same thing, which is to make the most of what they have, regardless of how much or little it is.
We do this simply by helping you to organise your financial affairs, a lot of which just comes down to common sense and having the time to do it. OK, so we know all about taxes, investment risk and pensions but our aim is not to impress you with how clever we are, it's more important to us that you understand what you need to do and why and will use plain English to achieve this.
Our aim is to provide a service that represents value for money to you and is profitable for us but, whatever we do, we want to sleep at night with a clear conscience, so we don't take you to places that you won't want to go. People though, knowingly or otherwise, take some risk with their money every day, by either doing nothing, betting on the lottery, or keeping it under the bed. In all cases they stand to lose out, just in different ways.
Yes of course we have all the qualifications we need and have over 30 years experience of advising clients from mortgages to offshore trusts and could probably find some testimonials to prove it. You won't have heard of us though, to date we have worked behind the scenes for various accountancy firms who bring us in when their clients require specialist advice and we have only recently decided to make our services available direct.
If you would like to know more from a local firm and want to be treated as an individual, rather than being a mere number within an large institution or just another part of someone's sales target, please call either myself or Mark Chapman.
We can help you whether you have £30 million or are "one up from a church mouse"
We know our approach is different to many other advisors and how this in turn enables us to help you create something you can be proud of and we would welcome the opportunity to show you
