A business built on Integrity & Quality
We are independent-minded and clear thinking. Our approach for each client is genuinely bespoke, considering the broadest possible range of estate planning options to meet your needs.
We encourage an open dialogue with all our clients. We want to develop a clear understanding of your aims and aspirations so we can build a plan that suits your exact requirements. We are always on the end of a phone and will respond speedily to emails.
Ultimately we want you to feel part of the process and to understand what we are doing for you.
The extent of your involvement in the planning process is entirely up to you. Being completely open and accessible in our approach, we’re happy for you to work closely with us, or leave it all in our hands. And for us, it’s about an ongoing relationship, which is why we have worked with many families throughout the generations.
Our Independence is assured
We place our clients at the very heart of our advice process.
We feel that complete independence is the only way of ensuring there can be no conflict of interest whilst working on your behalf.
We embrace the use of technology in our business to provide straightforward and transparent advice in a simple and convenient way. The efficiencies this creates can then be reflected in the fees we charge.