There are three qualities which we believe help to differentiate us from other advisory firms. We are:
As our name suggests we specialise in helping people plan towards, enter into and find their way through their retirement years. We have vast experience in helping individuals arrange their personal finances in both pre and post retirement situations.
Chartered Financial Planners
The corporate award of Chartered Financial Planners is considered to be the ‘gold’ standard amongst financial advice firms. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in exceptional cases. Chartered titles are steeped in history and remain the benchmark of professional excellence. We are privileged to be one of an elite number of financial advice firms to have obtained this level of professional recognition.
Most clients seem to prefer the fact that we are not a big faceless corporate organisation. Since we are family owned and managed we understand the importance of family involvement in significant financial decisions.