Our process is designed to enable our clients to identify their financial and lifestyle objectives, and to achieve these objectives as far and as efficiently as possible.
Our aim is to be adaptable around your needs and our process is flexible enough to suit the different requirements of a range of private and business clients. Typically our advice process will include the following five steps:
As your priorities in life change, your financial health and security depend on adapting your financial plans around you. Choosing our ongoing service gives you the peace of mind that whatever life brings, we are on hand to help.
Our fees are designed to be straightforward, transparent and flexible around your needs.
We offer an initial meeting with you to discuss your requirements and to explore how we may help you. This is at our expense.
Following our initial meeting we will set out how we can help you and the cost of our services. Our fees are pre-agreed so there are no surprises. All our financial planners and staff are employed by us, and our fees are structured to avoid any conflict of interest in the advice we give.
Our fees for ongoing services are pre-agreed and will depend on the level of service chosen.
Our fees are designed to be competitive. The way we work and our team structure is designed to ensure that you only pay for the services you need, and that you receive the best level of technical expertise to suit your circumstances.
We provide completely independent financial advice. We have no ties to any providers of financial products or investment services. Our fees are straightforward and transparent. All our financial planners are employed by us and our fees are structured to avoid any conflict of interest in the advice we give.
As your priorities in life change your financial plans should adapt around you. Your financial health and security can depend on choosing the right financial planner for your needs.
Our Chartered title is the gold standard of excellence among financial planning firms. With increasing complexity in the financial world and constant scrutiny by the media, genuine professionalism has never been in such high demand. As Chartered Financial Planners you can be assured that the advice, service and ongoing support that we provide is of the highest quality.
In conjunction with Thomas Westcott Chartered Accountants we provide an integrated service to mutual clients, delivering combined advice under one roof which is efficient and cost effective.