About Us
We are a small Company dedicated to developing long term relationships with our clients.
We ensure our clients financial requirements are catered for throughout the different phases of life by developing close personal relationships, applying our knowledge and professionalism to every aspect of finance, however small.
How we work
Our Financial Planning process begins with a one hour introductory visit, with no cost or obligation, to explore whether we may work together productively. After this visit and, before committing to the process potential clients receive a firm cost estimate on the basis of the information that they have provided us. At subsequent meetings the comprehensive written plan is thoroughly reviewed with the client and an implementation plan agreed upon.
Asset management services are typically provided only after preparing a comprehensive financial plan and establishing a sound working relationship with a client.
Personal Service
Over 22 years we have maintained and retained many of our original Clients, servicing their needs which we hope is testimony in itself as to the way we conduct our business.
In setting up the Practice 10 years ago, sights were set on developing a business that demonstrated ethical values based upon a personal Christian faith and a sound Financial Planning Philosophy enabling personal financial Goals to be achieved.