An unusual aspect of our business is that, for our size, we have far more technical support and qualified administration staff than most other financial advisory firms - this reflects our commitment to deliver the service we promise. We do not outsource our responsibilities - within our offices, you will find Financial Advisers, an Investment Manager, a Compliance Manager, technical support staff and an administration team.
Our head office is based in King Square, Bridgwater, Somerset. We are able to resource the quality staff we need to deliver our service promise from our nearby communities and provide an attractive physical environment in which to work.
We also have offices in Bath and London - they are primarily used for facilitating client meetings, as we firmly believe that centralised administration enhances efficiencies within our business.
There are four principles at the centre of our business philosophy. These principles drive how we position ourselves within our industry, which in turn, help us to positively ‘stand out’ in the financial management service sector.
The four principles apply to all those we work with, including: clients, staff, business partners and regulators:
To embrace technology in support of an efficient business
To promote professionalism within our business and the financial services industry
It may be surprising to include information on staff investment but we feel this is very much where we stand apart from many other financial advisory firms.
The depth and breadth of knowledge within our company is extensive and we have some of the highest qualified staff within the financial services industry, which means we are able to offer full independent advice. As an example, we have staff qualified to operate as discretionary investment managers, pension specialists, tax mitigation specialists and, perhaps most importantly, significant experience of working with real people in real life situations.
We hope that the content of our website provides you with clear evidence of the quality of our experience and expertise and why we feel we will still be here, delivering outstanding financial advice and planning services, for many years to come.
