There are four key principles that our service is based on that generates the exceptional levels of value we add to our clients;
We are pleased to say that we don’t receive any kickbacks or any incentives from any third party for the advice we give in any way shape or form. This is important because if an adviser is receiving kickbacks for recommending buying a particular investment property, for example, it’s likely the advice might be conflicted.
Money is ultimately a means to an end and we realise that if we don’t understand what that end is the strategy is unlikely to achieve its true purpose. A man once said ‘once your values are clear your decisions are easy.’ This is why we take great care to understand our client’s values and what is meaningful to them that takes money and planning to achieve.
The adviser should be making the client money. The return the client gets from using an adviser should be much greater than the fees involved and demonstrably so, from both a monetary and lifestyle point of view.
A holistic, comprehensive approach. It’s vital to understand that each piece of your financial puzzle does affect the others. Changing one thing will affect other parts and the differences can be profound.