Independent Financial Advice
We pride ourselves in being unbiased in the advice we give. We align ourselves to no-one and we only recommend solutions, products, strategies, investments that we would embark upon ourselves, indeed in nearly all circumstances either we or a member of our family will have the self-same strategy or investment you have. We act as your agent; if you don’t like what we propose to you, by all means ask us to make an alternative recommendation.
We manage client portfolios with an emphasis on capital preservation, so we start from the bottom, building a sound foundation to a client’s portfolio and working up the risk pyramid according to a client’s risk tolerance. We take special care to understand what our client’s own view is of risk in order to ensure we are both coming from the same place. Half-yearly meetings with you ensure we are on the same journey and provide the opportunity not only for reappraisal but also for changes in circumstances to be considered and the plan adapted if necessary.