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Our Firm
Our core values are as follows:
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 and wealth management. We have specialist qualifications and provide specialist knowledge to our clients.
Unbiased: we are fee based and 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 as regular correspondence and contact on the phone.
Consistent: we are constent 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 referrers in a friendly and courteous manner.