A personal approach
We believe in building long-term working relationships with our clients.
This starts by getting to know each client, their circumstances, objectives and aspirations. Only then do we look at implementing effective solutions.
Ongoing communication and reviews supplement this approach, ensuring our clients are kept up-to-date and feel confident their arrangements remain suitable.
Our clients value our approach, which is demonstrated by the feedback we continue to receive, and the longevity of many of our client relationships.
Research
As an independent financial planning and employee benefits practice, we have access to the whole market and are not restricted to a limited range of solutions. This means we can find the right solutions for each client.
To support our recommendations, our team undertakes thorough whole of market research. For individuals, we regularly review the performance of our preferred providers and insurers against our criteria, making adjustments where necessary and as things change. Our Investment Committee have over 100 years of combined industry experience.
For businesses, charities and not-for-profit organisations, our employee benefits team take the time to match the right workplace pensions, benefits and insurance arrangements to each individual client.
Our team
We believe in the ability of our team and have a number of highly qualified individuals.
Our leadership recognises that it is essential for us to develop the skills and knowledge of our team, and for the more experienced to keep this up to date as things change. We support and facilitate job role specific training and qualifications, and all of our team are required to undertake appropriate continued professional development.
This means that our clients can continue to receive high quality advice and services.
Technology
Whilst we have a personal approach to working with our clients, we have adopted a range of best of breed technologies to support the advice and delivery of services we provide.
- Research and financial planning software – supporting the quality of advice, financial planning and solutions we deliver to our clients.
- Secure communications – meaning clients can receive information digitally with reduced risk.
- Client management system – ensuring we capture and can work with the information required to efficiently service our clients.
- Information and reporting – helping us manage the delivery of our services, and to better understand our client’s circumstances and needs.
Over time, we have built strong relationships with other professional advisers. This has enabled us to provide joined-up professional services to our clients, delivering good all round outcomes.
Our team works with:
- solicitors;
- accountants;
- will writers;
- mortgage brokers; and
- investment managers.
