The financial world can be extremely complex. Analysing and monitoring the enormous diversity of products, funds, wrappers and platforms is time consuming and costly – cost that ultimately finds its way to you, the end consumer.
Having worked with a wide range of clients in all areas of financial planning it became clear to our firm that using a tailored range of handpicked solutions could help with this.
Together with some of the most modern and efficient products available, this has proven to be the best way to cater for many of our clients’ financial needs.
So, by restricting our advice service to a carefully chosen range of products and providers, we are able to remove that complexity and therefore keep costs low, and focus on providing great service.
Furthermore, if an occasion ever arises where we are unable to meet any specific need you might have via our chosen providers, we are able to search the broader market for an appropriate solution.
We believe this approach offers our clients the best of both worlds: a first-class range of providers and products designed to meet the vast majority of their needs at a reduced cost, with the capability to look wider should the need arise.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
" Adam has a very commendable structured approach which is delivered in an informal, confident, open and honest manner. His retention of an individual's personal circumstances, which extends to their nuclear family, is a unique quality and enables him to be very proactive in tailoring the offer to his clients, especially during periods of change. "