Benefits of becoming a client
Our Core values are:
Professional
Working at the interface between legal services and financial services, we have the same standards of professionalism and client care.
Specialist
Our main services are financial planning, investment portfolio management, and pensions advice. We have specialist qualifications and provide specialist knowledge to our clients.
Unbiased
We are fee based, and as such our advice is completely unbiased by any considerations of commission.
Proactive
- We provide regular portfolio valuations and offer regular reviews, comparing performance against pre-agreed benchmarks.
- We proactively manage our relationship with professional referrers, with monthly reports and quarterly review meetings.
Client Focused
Client care is at the centre of everything we do. We actively communicate to our clients, through regular newsletters, occasional seminars, as well regular correspondence and contact on the phone.
Consistent
We are consistent in our approach to providing advice and charging fees for the work we do.
Friendly and Efficient
We adhere to the timescales agreed, and keep clients informed of progress at all times. We constantly seek improvements to our systems, processes and knowledge. We deal with our clients and our referrers in a friendly and courteous manner.
Secure website service
By registering and/or logging in to the secure area of our site you can acess the following features, amongst others:
Use our factfind to do keep us up to date with your current contact details/ personal situation.
Quickly and easily complete a range of forms online, which are already pre-populated with your details.
Access our client newsletter, and personal documents which we have uploaded for you.