Why Choose Us

Why choose us

We care
about our clients

We love getting to know our clients and building long-lasting relationships with them.

We enjoy hearing about how our advice has helped each person, whether that be giving them the peace of mind they can to retire, enabling them to take that world cruise or supporting them as they build a future for their family.

We are proud to be trusted by local families who recognise the value of having an expert on their side.

We care about our clients. We take great joy in seeing the positive impact on work can have on our clients’ lives. We are also there to support you and your family during the tough times

We’re independent. This means we will always work with your best interests at heart. We are not tied to any investment company or insurance provider and can therefore recommend the solution that we believe is most suitable for your situation.

We focus on you. We get to know you and establish what is important to you. We then build a plan centred around your priorities – your money is simply a tool to help you achieve.

We won’t give predictions about markets. We focus on matters we can control to build your future and will work together to manage the risks that could knock you off your path.

We’re transparent. We will explain fully all charges and costs involved prior to you engaging with us. We will also explain our fees each year to ensure that you are fully aware of the costs of our ongoing service.

If you would like to see how we could help you, please give us a call.

What People Say About Us

Client Testimonials

“Simon was instrumental in helping us make some very important decision about future financial stability and our income in retirement. He carried out a very comprehensive analysis of our current financial position and talked to us in detail about the level of risk we were prepared to take. He answered our questions clearly and concisely and we were reassured by his professionalism and knowledge. We felt very confident in him…everything has been done professionally and we have had regular contact with Simon over the past year.”

Jackie K

"I wanted to invest a sum of money in a way that was in keeping as far as possible with my core values, principally human rights and the environment. I discussed this with my adviser who listened to what I had to say and then recommended an appropriate pathway for investment which satisfied my requirements. I was given time to consider the advice on offer before I decided to invest and am grateful for the opportunity to invest sustainably while also achieving my financial goals"

Dorothea

“I was impressed with the tools they applied and advice provided around a fairly complex pension situation. I am retiring in August, confident in the plan and forecast model we have developed.”

Ian

“Simon and the team helped me identify my financial priorities and build a plan to achieve them. We ensured that should anything happen to my wife or I, our family would be protected. We now feel much more confident about our financial position and the future ahead.”

Tim

Ready to choose us?

If you think you’d like us on your side, drop us a line and we’ll be in touch.

With over 50 years of experience, we have the knowledge to help you

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