From our Bagshot office, we focus on offering our clients a personalised approach to financial planning. Our team of highly-trained Financial Planners, paraplanners and administrators have a wide range of skills and experience. They are backed up by our customised systems, which provide a detailed framework for all our work.
We’re proud of our status as an Accredited Financial Planning firm, which confirms that we meet the rigorous standards set by the Chartered Institute for Securities and Investments (CISI) and demonstrates our commitment to their professional code of ethics.
With our expertise and diligent approach, you can be confident that your money is being utilised to help you achieve your objectives with the minimum probability of failure, meaning that you can enjoy peace of mind.
In addition, we liaise with accountants and solicitors so that we can offer you a seamless overall service.
We’re pleased that many clients tell us they not only value our advice but also view us as friends.