We are Financial Brokers who provide you with help to achieve your financial goals. You will be dealing with Stephen who has been advising clients since 1987.
We put the focus on you to ensure you get the information you need in a clear and highly personalised manner. You will be one of a relatively small number of clients and will have access to advice whenever you need it.
When looking at your goals and at your future needs, we include all aspects of the plan.
- Where will your retirement income come from?
- If you have money available, should you invest in your pension, save or pay off your mortgage?
- Have you appropriate protection such as Life cover and Income protection?
- What steps can you take to make the most of what you have?
We will bring you clarity and peace of mind by helping to understand what is and is not important, how pensions work and what funds are safer than others. Is it possible for you to retire early and how this might look? How much is enough income in retirement? We provide the answers.
You will have access to us and be regularly updated on the value of your funds, opportunities that may benefit you, and changes that might affect you. We are small enough to do this in a personalised manner. It is your goals that matter, we can help you achieve them.
Our overriding investment philosophy is that we believe investing in shares (equities) and doing so using well diversified funds will produce the best results for most of our clients. From lower risk funds for those with no appetite for large fluctuations in value, to funds with higher volatility and probably better long-term returns, there is plenty to choose from. Secondly, we believe in helping you understand the asset you invest in, knowing that the more you know about where your money is invested, the more comfortable you will be investing it. Finally, ongoing communication is important, we are acting on your behalf, we are here to help.
3 Simple Steps to Our Investment Advice
1. LISTEN
2. COMPARE
3. ADVISE
YOU TALK, WE LISTEN.
We listen to what you want, your goals, your priorities, your needs and we create a plan with you at the centre of that plan.
WE COMPARE, YOU SAVE.
Using some of the world’s leading fund managers, we select the most appropriate funds to match your aims and ambitions.
WE ADVISE, YOU DECIDE.
Our advice, and continued advice, allows you to make the most of your investment opportunities over the long term.