We want you to understand exactly what you can expect from our service.

We will always keep things as simple, flexible and tax efficient as possible to help you achieve your own personal version of financial freedom, security and wellbeing.

In practice, this means:

• Using jargon-free, plain English
• Explaining our advice clearly, face-to-face wherever possible, and answering all your questions in full
• Being accessible and flexible
• Earning your trust and seeking feedback to ensure satisfaction and continually improve our service
• Providing honest counsel, telling you not what you want to hear, but what you need to hear

If our process and approach sound good, then we would love to hear from you. We will be happy to provide a free, no-obligation initial financial review during which we can mutually decide whether we are a good fit to work together.

If this approach does not feel appropriate, then perhaps we are not the right firm for you. We would however encourage you to find the right firm and seek their advice. Whichever decision you take, you won’t regret taking more control of your finances.