Our history
From our beginning in 1994 most clients have remained with us throughout and we now find we are helping their children buy their first homes or start their pension or ISA accounts.
We’re good at what we do and charge fairly with the client outcome foremost in any advice or recommendation.
We grew the practice based solely on referrals. We have never advertised or paid any lead generating service. No one likes cold calls. Clients have taken comfort in this and we now find ourselves involved with many members of the same family or many employees of the same company. Trust is immediately in place with new clients as we are accountable to the people that referred them to us.
We have great relationships with the companies that we recommend, we have been working with many of them since we started. It is important that they see the quality of our advice and the outcomes we help clients achieve so we can demand more from them for our clients.
We are happy to work remotely using technology but find that nothing replaces face to face, you can tell a lot more by looking someone in the eye, achieves more and cuts out the faff.
We don’t have an area that we cover, people travel to see us from all over the country. Many clients that lived locally continue to use our service now they have moved away.
For more information on our service get in touch.