How we work
We provide independent impartial advice and an integrated service tailored to the individual needs of our clients.
We are approachable and accessible delivering a truly personalised service.
We have high ethical standards and aim for our business to be recognised for the integrity and trustworthiness of our staff.
Our links with Foot Davson Chartered Accountants, working together in the same building, means that you can get a breadth of support in one place and that you can rely on a wide range of professional support.
Our clients can expect:
- A friendly, personalised service
- An ethical approach
- An option of paying for our services by fee, commission or a combination of the two.
New clients
Many of our new clients are recommended by existing clients. We are delighted to receive this endorsement of our friendly and professional service.
We offer an introductory meeting free of charge. This enables us to explain our services, establish your requirements and assess how we may be of assistance, whilst giving you the opportunity to assess us, and whether you would like to establish a working business relationship with us.
If you decide you would like us to assist you we will then discuss your life and financial goals and how we can help you achieve them, undertaking an initial assessment of your existing financial arrangements and identifying areas that may require attention. We will then report back to you with our observations and recommendations. We seek to provide holistic advice rather than just focus on products.