We add value

We add value to our client relationships by ensuring we give the best of our knowledge and award-winning expertise to each of our clients. How we add value to you personally will depend on your goals, but could include:

• Enabling your long-term investment return to be higher than you could obtain on your own
• Ensuring that any financial products you have or need are competitively priced
• Reducing your tax liability due to our initial and ongoing professional tax planning advice
• Avoiding the costs of classic investor mistakes you might have made without our expert guidance
• Saving you considerable time, energy and worry.

We’re on your side

Financial planners are sometimes referred to as ‘intermediaries’. That implies we hold a neutral position between two parties. However, we’re not neutral. While our commitment to behaving ethically to all parties is binding, we never forget that our job is to be on your side.

We work hard to build long-term relationships

We often count two, or even three generations of one family among our clients. By building long-lasting partnerships, we’re able to create long-term success for your family.

We apply expert analysis, common sense and a healthy dose of scepticism to all that we do

It sounds obvious but examining closely is a vital part of what we do and something we take very seriously. As a result, we have managed to sidestep all of the mis-selling and ‘toxic’ product problems of recent years.

We have a reputation for making the complicated understandable

Finances can be complicated. But we’re specialists at making the complex, straightforward. In 2015 and 2016, Scott Gallacher, one of our directors, was named ‘Value of Advice Ambassador’ in the Unbiased.co.uk national ‘Media Adviser Awards in recognition of his expertise in this area.

Scott also won the Unbiased.co.uk 2013 ‘Judge’s Award Recognising Outstanding Contribution’ award with the judges describing Scott as “Just brilliant” and highlighting his “knack of making the complicated understandable.”