A bit about what we do

When we meet you, we want to know about you – where you are now, the things you want to achieve in life, and what’s important to you. Of course we do. We also want to know whether we can work with you – whether we can work together.

We will then plan how you can use your resources to live the life you want to live, realise your goals and ensure that your loved ones are looked after.

Although we specialise in offering advice to the Medical Profession, our clients range from young families to businesses.

We put ‘Clarity’ at the heart of our offering, and deliver financial planning solutions in jargon-free language that is easy to understand, and with the aid of your own “LifePlan”, a visual depiction of your financial situation and goals.

The relationships we set up with you are long-lasting, and we review your plan at least once a year. Nearly all our clients are referred from existing clients.

 

Our Fees and Charges

Our fees and charges are detailed in our Terms of Engagement document, which you can download from the News and Info Lab section of our website.

CLARITY

INTEGRITY

VISION

Ethical Investments

All investment portfolios are individually tailored to your requirements, and we are happy to build them around ethical investments, should you wish.
Find out more here.