About you


Too many websites, in our opinion, are all about the Company. True, clients have to know something about the organisation they are potentially going to be dealing with.

But we exist, after all, to hopefully make a difference to you and your life.

Money doesn’t matter, it's what it allows you to do that’s important.

We want to know the goals you want to achieve in your life, what it is that you ideally aspire to and above all what is important to you.

Ideally, all clients should take an interest in personal financial matters. Clients want an Advisor whom they can trust and build a rapport with and over time, gain a better understanding of what is being done and why.

Also you know the value of good advice and should preferably be a delegator.

Throughout your life you will have different financial needs and objectives and the strategies that are right at one stage in your life may not be suitable in another, that’s why we continually review your position to make sure that you have the opportunity to get to where you want to be.  Life events can have an effect on availability or requirement of cash.