How we work
As Professional Accountants and Independent Financial Planners, we are free to review your circumstances and objectives impartially and then advise on a wide range of solutions available from the entire market place. We use our expertise and advanced technology to research, compare and select the most suitable solutions currently available. We are thus able to make arrangements to optimise your particular situation.
You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you'll need to set aside some time to talk to us; the first one-hour consultation is free. There's no charge, and no obligation, while we find out together if it's worth going ahead and the scope/time/budget for such project.
Depending on your instructions, we will carry out an analysis based on your current situation, and taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.
You will receive professional advice about whether your financial arrangements are already good, inadequate or non-existent.
You'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects.
In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything.