Our client base has been generated through existing clients’ referrals and also recommendations from professional connections such as Accountants, Solicitors and Insurance Brokers based on our reputation. We understand that our clients continue to seek our advice because the customer service that we offer and maintain is first class.
We work with both private individuals, companies, trusts and charities. We treat all of our clients fairly and develop a personal financial strategy.
We aim to have at least one annual review meeting with clients and make sure their investments are still suited to their needs. We believe communication is a two way thing, which is why we are always available to discuss financial issues over the telephone or via email.
We do not focus on sales but on providing professional advice and a personal service.