As Independent and Chartered Financial Planners, we believe we stand out from the crowd.
Not only that, we are highly rated by our clients and have received numerous industry awards over recent years.
In addition, we recently asked our clients in a recent survey, “what’s the single biggest benefit you get from working with us?”. Some of their answers have been detailed below; they support the reasons why we are different from most advisers and planners.
“Peace of mind that myself and my portfolio are in safe hands”
As a firm, we are Chartered Financial Planners. Our Chartered status, as awarded by the Chartered Insurance Institute (CII), is an accolade that acknowledges our dedication to our clients. Chartered status is an indication of a firm’s commitment to continued professional development, exceptional service and client support. Find out more about our Chartered status here.
“A close and personal relationship”
As Financial Planners, we take a holistic approach to your lifestyle and finances; we never simply sell you a product and walk away. The things we discuss in our in-depth initial conversations will form the basis of our process and ensure your money is best placed to provide the lifestyle that you want.
“Confidence in the integrity and honesty of my adviser”
As Independent Financial Planners, we have no affiliation to any particular financial product or provider. Instead, we can choose from the whole of the market. This means that our recommendations are always bespoke; based entirely on your needs and goals.
“Your huge wealth of financial knowledge”
We’re incredibly proud of our awards and consistently strive to secure designations which demonstrate our commitment to exceptional client outcomes. One of our most notable awards is our consistent presence on the New Model Adviser Top 100 firms list for the last four years. Find out more and see our full list of awards here.
Highly rated (VouchedFor)
“Knowing my finances are managed by a trusted partner”
Our firm’s high VouchedFor score demonstrates our commitment to providing first-class advice, service and support to each and every one of our clients. The reviews left on our Financial Planners’ individual VouchedFor profiles are the words of real people we have helped.
Environmental, Social and Governance Investment
Read our guide to Environmental, Social and Governance (ESG) Investment.