We have a complete understanding of the pressures facing those entering their later years. We understand the need for for a convenient, timely service. That is why we have focussed our business entirely in the local area where we are easily accessible and we can pop round when, or where, you want us to.
All of our later year clients, without exception, are based in Westbury on Trym, Stoke Bishop, Sneyd Park, Henleaze and surrounding areas. This means we can provide an unlimited level of care for you.
Because we live and work in your local community, we can offer a fully bespoke, unlimited on-going face-to-face service. This means that long after our initial meetings you can be assured we will be on-hand to guide you through your financial affairs.
You can count on us to have the best qualifications in the industry.
Our knowledge and technical expertise far exceeds the minimum requirements as set by the Financial Services Authority and in fact we are amongst an elite few Financial Planners in the UK that have been invited to Fellowship of the Personal Finance Society - the pinnacle of a Financial Planners career.
Indeed, from our Chartered Accountancy background, to our Chartered Financial Planning status, through to our Fellowship of the Personal Finance Society you can be assured we possess the requisite knowledge to keep you on track.
We are a fiercely independent local family firm.
We have absolutely no affiliation or link to any bank, life company or national firm of advisers meaning we are able to recommend independent financial plans which are right for you.
We are free to work purely in the interests of our clients in a personalised manner. It is all about you.