Individual clients

We provide professional, independent fee based advice and financial planning services to individuals who want peace of mind that their affairs are in safe hands.

Our clients appreciate our proactive, warm and friendly approach to financial services. Many of them are at (or nearing) retirement and looking for an adviser who will take time to listen. To understand their needs, objectives and concerns, then devise a solution customised to their individual circumstances. All of which is explained using plain English - we don't believe in jargon or complicating matters by using complex financial terms.

Whatever your situation, we will work with you and our professional partners to recommend an appropriate solution. We don't believe in selling products, instead we take time to enlighten you on financial matters and work with you over the long-term. Regular reviews keep you informed and enable us to make any required changes, taking into account your changing needs and circumstances.