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Why choose us
You’re in excellent company
The bulk of our team’s time is spent on ensuring clients are well looked after. We’re attentive, which always results in a good outcome. Our independent financial planner, Chris, has been helping clients since 1985 and is one of the most highly qualified planners, having attained both Chartered and Certified status, as well as being Pension Transfer Gold Standard qualified.
You know we’ll get the job done
We always look at our processes and tweak them to ensure the focus stays on your goals and values. We concentrate on adding the best value we can. Our team will say what we’re going to do and actually do it. We are constantly improving where we can, while at the same time maintaining stability.
You’re in trustworthy hands
Our approach to investing is evidence-based, and we believe in holding a highly diversified portfolio of low-cost funds. It is based on the best academic evidence available, and we won’t be swayed by product providers’ marketing hype. Education is vital, and we will teach you about longtermism. We will help you to understand the importance of adopting a disciplined long-term investment approach that gives you the best chance of achieving your important financial goals.
You’re working with a respected planner
With more than 35 years of experience as a financial planner, there isn’t a problem Chris hasn’t encountered through the years. There aren’t many who can say that they’ve written textbooks for the CISI, and other professional bodies for the financial services profession, and a written a professional guide for their members on pension transfers.