Building a successful Financial Planning business, founded on client leadership and strategy based solutions. When you come to see us, here’s what you get…. - An award winning financial business that has been looking after some of its clients for decades - A team with more than forty years combined experience in financial matters, - A small team of professionals who YOU know personally and who know YOU personally. - A team that is passionate about your success whatever that might mean, and determined to find out what that is for YOU - A passion for non-alignment that pervades everything we do, and gives us the freedom to recommend the appropriate strategy, product and solution for you, without bias, or conflicted interest. - A determination to advise which means we will tell you what we believe you should do, rather than just implement what you think you should do. - A rigorous approach to process which means if we say we will do something, we will do it. - A completely transparent approach to fees. We will disclose in full all of the remuneration we will receive from our relationship, and agree that remuneration with you in advance. - A commitment to freedom in our relationship, including no cost to exit our relationship, and no recommendation of product which imposes a cost to exit. An agreement with you that should we no longer meet your needs, our remuneration will immediately cease. - A desire to provide a level of service that is so good, that you are compelled to recommend us to your family friends and colleagues.