We are serious about what we do and always prefer to meet our clients face-to-face for a chat about what they wish to achieve.
Every one of our clients has a personal adviser that they have met. Our clients always get the mobile number of their adviser, and their individual e-mail address, so our offices are never really closed.
We firmly believe that planning and designing your package to serve your needs is the most important thing that we can do for you. We have lost count of the times clients have said “you have changed our lives”.
Be safe in the knowledge that you and your family are financially protected, giving you peace of mind. We can help you with the most appropriate policy that suits your needs and budget, taking all the hassle out
If we feel a plan is not in your interests, we will say so, even if means we lose the chance to do some business. Of course we love to say “yes”, but we want to keep our clients in the best possible shape financially and sometimes that means saying “we don’t think this is a good idea”.
Our clients feel like our friends. We love meeting clients, look forward to reviews and get a real buzz when we get new ones. As most of our clients come from a personal recommendation we are lucky enough to have clients that make our job a pleasure!
We are financial experts. Our advisers are passionate, well educated, properly qualified and give you personal advice. They might get some support with administration, but the advice comes directly from the specialist – never delegated to a junior.