About Us

Providing independent financial advice is all about acting in the clients’ best interests… by law.

Many people do not know the difference between an independent financial advisor and a non independent financial advisor.

As independent financial advisors, we are legally obligated to act in your best interests. The whole company is based around this notion.

We have no problem with this

We know that acting in your best interests will benefit us, anyway. All service based businesses should follow this model.

You will never be out of work if you work in the best interests of your clients. That is why they come to you, after all.

You can always expect us to follow this model. Not least because we are legally obligated to provide advice and guidance in your best interests rather than our own.

Without laws like this, there would be no distinction between independent (us) advisors and non independent advisors.

Generally speaking, non independent financial advisors are paid by the loaning company, bank or mortgage company that they link you with.

There is no problem with this and these people still want to help you – their interests simply clash with yours a bit.

an advisor going through some client records

Thriving

Our firm is what you can thrive on to make your finances thrive. Whether you legally have to be here right now (for instance, legally obligated to get independent financial advice for a pension transfer), or if you have have chosen to seek us out – we can help your finances thrive.

Why?

Well, on average, the person that goes through life without receiving any financial help will do worse than the person that is guided through tried and tested professional for decades and decades.

The advised and informed person will simply avoid more pitfalls, make better decisions overall and these will continue to add up year after year.

Whether it is paying smarter tax, getting a better mortgage, honing a pension earlier, making better investments and so on – they stand to do a lot better than the person that tries to juggle all of these balls themselves.

Short term and long term

We hope you agree with the above sentiment. From our experience it is completely true as we have seen people that come to us in later life have their finances transformed from our help.

Our goal is to help all of our clients across a short and long term basis.

It is no good coming to us and not seeing results for decades.

Although the largest changes will happen after a build up of time, we want to make short term financial gains for you too.

A short term boost could be something like getting your pension transferred as soon as possible, investing in one of our successful funds, helping you with tax or something to that degree.

Long term goals are going to focus on saving, retirement planning, income goals and so on.

We look at both so that you can notice differences quickly and across the long term.

Rocket science

Much of the help we provide is not complicated like open heart surgery (even though finances can seem really complicated and daunting).

We simply combined training, experience and results – then apply it to your unique situation.

We do not want to underplay what we do here. That is not the purpose of writing rocket science. We simply want to put across that what we do probably IS attainable by some of our clients.

However, our ‘take care of it for you’ approach saves you all the time of having to worry about the multitude of financial problems we help our clients with.

Who really has time to learn about mortgages, pensions, investments and tax on top of their life’s demands already? Not many people.

So not only do we bring experience, training and results to apply to your situation – but we save you the time of:

A. Learning about and specialising in finances

And

B. Actually applying what we have come to specialise in.

We offer a comprehensive service for all types of clients – businesses and non businesses; males and females; a family or a single person; young people and old people and so on.

Just call or email us to find out more about our process, services and how our professional team can help you.

We probably have data already collected that we can share from a client that is similar to you.

We can show you what our firm has done for them in helping them achieve their goals – and how we can help you too.