Our Financial Planners hold advanced qualifications and we continuously meet the highest standards of ethics and professionalism, demonstrating excellence in everything that we do.
As we emerge from the pandemic, we are delighted to open our office to our community once again. When visiting, we want to ensure that you feel in a safe environment. Although face coverings are no longer mandatory, if you would feel more comfortable, please let us know if you would like us to wear one during your meeting.
If you have any queries or would like further information on safety protocols, please email us
We conduct our business with good faith and integrity and treat all clients with dignity and respect.
When dealing directly with older clients we invite them to involve a trusted friend or relative where and if that is appropriate.
We understand the duties and responsibilities involved when dealing with clients appointed Powers of Attorney.
We explain everything in clear, plain language when speaking and in any written report or letter.
We are always mindful of any physical limitations such as hearing and sight issues as well as medications and take this into account at our meetings.
All documentation and correspondence can be produced in large print if preferred.
We can make home visits if easier for the client but equally will do our best to accommodate office visits and any mobility issues.
Timing of the meeting is flexible to suit the client and any medications.
Details of our extra care procedures and what to do if there are any issues along with our terms of business are always provided at the outset and made available to anyone else our clients would like to be involved.