Ours is a personal service: We believe in keeping clients informed and responding to any questions on their personal investments or the economic environment. We want investors to feel connected to their investments. We aim to look after wealth with intellectual rigour, quality service and attention to detail.
Importantly, we have no in-house financial planning function, so have no conflicts of interest with our adviser clients. We do not want to compete for the same clients as advisers, preferring to work with advisers as a trusted business partner. In our marketing, we openly encourage investors to use a financial adviser. Our background means that we understand the importance of client relationships to an adviser’s business and we always treat them with the appropriate respect and care.