Most of our clients are long-standing, and are located both throughout the UK and internationally. Over the years we have grown our business organically through referrals rather than marketing and acquisitions. We have a work ethos that delivers optimum client outcomes and adopt a well-tested six step approach for all our clients, namely:- We establish their goals and objectives, we assess their current position, we research and analyse the information we collect, we formulate and agree a personalised plan of action, we implement this plan as cost effectively as possible, and we review as frequently as necessary. We have put the principle of treating clients fairly at the heart of our business model and all the firm’s members are totally committed to always place our client’s interests above our own. Our team is large enough and experienced enough to benefit from specialist technical knowledge, delivered cost-effectively, and at the same time small enough to offer a very personal service.
