A cup of coffee and a second opinion

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It may be you don’t have a clear idea of your future plans or just need clarity to bring things back on track or simply have little interest in financial matters but recognise that professional help is required.

There may be times when you question your own, or even your adviser’s, strategy or maybe the uncertainly of the financial markets. Even the most experienced investors may begin to question their actions at times.

As long term investment professionals with a focus on planning and investments, we can empathize and help with making sense of any turbulence.

Our commitment is to translate the mysteries of financial planning into plain English that you can understand and are able to offer a no-obligation, second opinion about your financial planning. We'll tell you if everything looks in order and, if appropriate, we'll suggest ways to bring them more in sync with your needs and aspirations.

Our goal has been to stay seamlessly aligned with our clients’ objectives and to maintain total transparency. We have had a clear fee structure option available for over 20 years and are well placed for the current “non commission” regulatory environment.

You are welcome to come to our offices for a coffee and talk things through. We'll chat over your existing provisions and plans and what you would like to achieve. We will in turn review these and enlighten you, importantly in plain English. At that initial meeting we can also give you a good indication of the costs of taking matters further. We like transparency and so do our clients and so, naturally, fees are always confirmed in writing and agreed in advance before any chargeable work commences.

Either way, the coffee is on us.

And yes, tea if you prefer.........