Financial Advice for Life;†not just a flippant strap line — more an ethos on how to run a customer focused financial advice firm. We aim to develop long term relationships with our clients and work with them to achieve their aims and goals. We offer a holistic approach to our recommendations which involve working with your accountant or solicitors as needed. Our ethos is to give our clients the best possible advice, building long term relationships based on trust and adding value throughout the process. Our goal is to ensure we consistently treat all of our clients fairly. Should you then decide to instruct us to help manage your financial affairs, we will make it very clear as to how we will be remunerated. This will be fully discussed and agreed before we undertake any chargeable work for you. Whichever way is chosen there will be no bias on who we choose to place any business with.
