Your journey with us
We’re dedicated to helping you understand and plan for your financial future. By working with you, we aim to have a full understanding of your current financial position, your current needs and your goals for the future.
With this understanding, we can provide suitable solutions for your needs, providing you with clear financial direction, aimed at maximising the opportunities for achieving your goals in the future.
Your journey with us will typically follow this path:
First meeting - to discuss your needs and agree our service & fees with you.
Analysis of requirements - preparation of a personalised solution and report.
Second meeting - to review our report & answer any questions.
Implementation - if you agree with the proposed solution, we will implement it for you.
Ongoing services - if selected, these will be provided in accordance with our service level options.
If you would like to book a first meeting to discuss your needs (at no charge) please contact us.
How about a chat?
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Why our clients love working with us
Having sought your financial services some years ago, I have always found your advice to be sound and the clarity with which you have explained my questions reassuring. I would like to take this opportunity to thank you for all you have done for me over the years and going forward.
During the years we have been with Kevin we have found you to be very accommodating. Any queries we have had have always been dealt with immediately, efficiently and sympathetically. We have no hesitation in continuing our relationship with you.
Kevin, I want to thank you so much for being ready to help me all of the time, especially when caring for my late husband and the time after his passing. I just want you to know how much you are appreciated.
Thank you so much, Kevin, for all your support and advice over the years. I wouldn’t be where I am today if it wasn’t for you.
We now know that we’re receiving proactive advice and that we have an expert keeping an eye on our finances.