As an SIFA member firm (through the Law Society) since its establishment in 2004, they have worked in conjunction with local solicitors and professionals. Moreover, they’ve built a professional practice where their processes are robust. Also, their investment performance is enviable, and fees are transparent and not based upon the sale of a financial product.
The firm believes that financial planning is a process, not a transaction. That is to say, they commit to reviewing financial plans with clients regularly. And, through experience, they are aware that a client’s needs can change. Therefore, financial plans must be flexible.
In short, they aim to offer a valuable service. Also, they wish to ensure that they are the first stop for their clients when they face tough financial choices.
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