We treat each and every client with the same respect, care and attention we would want to receive. Listening to and understanding our client’s plans for the future and planning towards their goals is key to our relationship.
Having gained a clear understanding of your objectives, needs and priorities, together with knowledge of your current personal and financial position, we will be able to provide clear strategies and recommendations across all areas of your financial planning.
We adopt a robust and repeatable strategy with the assistance of an external research company; Rayner Spencer Mills and our network, The On-Line Partnership Limited. This sits at the heart of our business model along with an embedded focus on treating customers fairly.
Rayner Spencer Mills help us to compile a range of investment solutions, and strategies along with the risk rating of investment funds. We are provided with ongoing investment reviews, analysis and quarterly investment/market updates from Rayner Spencer Mills. Ensuring we can match the funds selected to your individual attitude to risk.