This is key in delivering advice to meet client requirements.
With around 20 years working in the local professional and financial services market our breadth of experience is considerable.
The vast majority of our work is based on referrals from satisfied clients, and the professional, legal and accounting advisory community.
Although proud of our independence, we have built significant relationships with a number of other individuals and organisations.
We strive to provide a proactive but personal service to our clients. This may involve a one off transactional service or more often an ongoing reviewable service where changing needs are addressed and further advice and guidance provided.
We aim to determine client goals and requirements, review the options available before developing the strategy and implementing the chosen path. In a large number of cases client relationships have been forged over many years with clients availing of an ongoing service. This is testament to the trust and relationships developed together with the advice provided.
We can be remunerated either by fee for Investments and commission for insurance. The options are covered and explained at a first meeting and during the advice process.