As a Director of a small family business we needed financial planning advice. James listens to the needs of the customer and gives clear and thorough advice.
Very knowledgeable, professional, personable, helpful, listens and communicates well.
We where very impressed with James’s knowledge of the various pension schemes available which would suit our needs. James had endless patience, we asked him numerous questions and asked for recaps to help us make decision on the way forward …
I have worked with James on a number of occasions when he has assisted me with investments for clients. I have always found James to be extremely helpful, thorough, open and honest in his advice and he continues to impress …
My wife and I have been more than happy with the clear, logical and helpful advice you have given us.
I would like to express to you my thanks and satisfaction at the re-arranging you did for me with my investments, to make them more tax efficient and helping to mitigate the inheritance tax liability. The work was carried out …
Why we are different
A business built on Integrity & Quality
We are independent-minded and clear thinking. Our approach for each client is genuinely bespoke, considering the broadest possible range of financial planning options to meet your needs and to adapt to different market environments.
We encourage an open dialogue with all our clients. We want to develop a clear understanding of your financial aspirations so we can build a plan that suits your exact requirements. We are always on the end of a phone and will respond speedily to emails.
Ultimately we want you to feel part of your financial planning and to understand what we are doing for you.
You will get access to your own personal finance website detailing a summary of your current financial position along with the individual policies you hold with all providers. This allows you to see your entire affairs in one place, meaning you can dispose of that drawer full of paperwork that never gets looked at.
We have no interest, financial or otherwise in any product provider or third party, however should your financial plan require the use of a particular product or service, we are able to research the ‘whole of market’ to ensure that any product fits you rather than the other way round.
We embrace the use of technology in our business to provide straightforward and transparent advice in a simple and convenient way. The efficiencies this creates can then be reflected in the fees we charge.
Our clients come from all walks of life. Some have retired from successful businesses, others are many years away from such a luxury. Some require advice in their capacity as trustees or charities, whilst others are young families with little income to spare.
Those approaching retirement and wanting to ensure that their pension income will be sufficient to provide the retirement they desire.
We are more than happy to talk through your circumstances to see if our services could be of benefit to you.
I was wanting a flexible drawdown pension set up and had a particular view of what I wanted. What James did well was to listen and confirm what I wanted to know, but also interpret and suggest other alternatives that …
