What our clients say
Sue is my rock. We have become good friends over the years since my husband died and I couldn’t be without her.
When my husband passed away, we lived in a big house which I just didn’t need anymore. I quite quickly sold it and moved to a smaller house nearby, and Sue was instrumental in helping me plan what to do with the money from the sale to make sure it was invested wisely.
I have two sons and it’s very important to me that their inheritance is protected for the future. Sue really understands that and has met both my sons as she is helping us all to work out the best way to secure my finances for their future.
We have a review meeting every year where we go through everything and set out our goals for the next 12 months. But on top of that we catch up regularly on the phone or over dinner.
It’s really important to me that my financial advisers have an in-depth knowledge of industry standards and are able to keep ahead of all the changes in legislation, interpreting what they mean for our investments. I’ve relied on Sue and her team for many years now and I trust their judgement implicitly.
I know that many people at my stage of life are happy just to ensure that their finances are secure and protected. However, some of us are still keen to consider less standard investment opportunities that have the potential to deliver a greater return. Because the team is independent, they don’t have a bias towards a particular product, and more importantly, their recommendations are always very thoroughly researched.
They don’t offer standard solutions, but seek out the opportunities they believe best meet my needs. And if I ask them to look into something for me I have complete confidence that their diligence will result in the right guidance.
I maintain a close engagement with Sue and the team, not because I always need to, but because I’m interested. We have regular catch-up meetings and Sue will get in touch if they come across an opportunity that they think would work for me. Their advice is always spot on.
As a team of truly independent financial advisers we are not tied to any particular suite of financial products, or to specific providers. We pride ourselves on reviewing your needs from an unbiased standpoint and evaluating the best products available in the market place to meet your specific requirements.
With a collective 70-year track record of financial planning expertise, we offer a bespoke service for clients of all sizes. Whether you're a small business owner planning for retirement or a retiree wanting to protect and make the best use of your savings - whatever your situation, we believe in treating you as an individual. We always offer our first meeting free of charge.
Our initial consultation meeting is always free of charge with no obligation to take on our services. Once we are armed with an understanding of where you stand today and where you want to be, we research available solutions and create your personalised financial plan. At regular time intervals we will review our recommendations to ensure continued suitability and take into consideration any changes to your circumstances.