As a smaller boutique firm, we can provide a more personal service than many bigger national companies. The consistently high level of personal service we provide to our private and corporate clients gives them confidence that their financial affairs are handled with the highest degree of competency. This is reflected in the fact that the majority of our new clients come via personal recommendation from our existing clients and professional partners, who are mainly solicitors and accountants. As Chartered Financial Planners our core service proposition is Wealth Management. We devise Wealth Management Strategies for our clients and then ensure they are reviewed regularly. However, we do have a range of client service propositions to suit most budgets.
