We asked our clients what they found to be the biggest single benefit of working with us. Here are just some of the things they said:

“Knowing an expert is managing my portfolio”

“Being able to retire earlier than we thought, with all our finances in order

Peace of mind”

“Knowing I have someone I can trust

Confidence in knowing my long-term financial position”

“A personal service”*

Expert

Our Financial Planner James is an experienced financial professional with close to 20 years of experience under his belt. He specialises in working with people at every stage of retirement, as well as those who have recently divorced or separated.

Order

Getting financially organised can be a daunting task when undertaken alone. Faced with a pile of paperwork full of jargon, it can be difficult to know where to start. We will create order in your financial life and manage its administration with utmost care.

Peace of mind

Life is changeable; as much as we can try to prevent it, the unexpected can still happen. Working with a trusted financial professional will help you to ensure your family, your finances and your future are protected, no matter what life brings.

Trust

In an age where financial scams pose a real threat, it’s important to ensure you take financial advice from an authorised professional. You can rest assured that James is authorised by the Financial Conduct Authority.

Confidence

If your retirement income is a mystery to you, or a recent divorce has left you feeling vulnerable, we will establish your financial reality and recommend changes that will secure the future you want; giving you the confidence to enjoy life to the full.

Personal

For some, the thought of speaking to a financial professional might be daunting. We go against the grain: our team are refreshingly personable, friendly and down-to-earth, and endeavour to make the planning process as enjoyable as possible.

*Responses to our 2018 client satisfaction survey

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