Why we’re different
Choosing to work with a financial planning firm is an important decision, and we want to ensure it’s the right one for you. Here are just some of the reasons why we think we’re often a great match.
Our advice is multi-generational
It’s very much a family affair when you work with us. We care about the people close to you just as you do, and it’s not uncommon for us to help multiple generations within the same family, often spanning decades!
We’re relationship-focused
We take these things personally. That means going beyond the financial issues to connect on an emotional level, always making sure our empathy shines through – whether it’s in person, on the phone or via video call.
We make things easy
Understanding your financial situation can be a complex process – so we’re committed to making it as simple as possible. Our ‘capital schedule’ is a great example of this: a one-page summary of your net worth that makes it easier than ever to plan your next steps.
We’re real financial planners
We put people before products and look at the bigger picture. As financial planners, we focus on you; your hopes and dreams, your challenges and your needs. Only once we’ve got a deep understanding of that, do we make financial recommendations.
Our planners are Chartered
Both Claire and Val are Chartered Financial Planners and Fellows of the Chartered Insurance Institute (CII). This status represents one of the highest standards in the profession, and demonstrates that you’re working with someone who has proven technical and ethical excellence.
We’re independent
As an independent firm, we’re not limited as to the kind of products and advice we can give. We have the freedom of the full market, which means we can truly find the best options to suit your circumstances.
We’re a Chartered firm
Achieving Chartered status from the CII means that we adhere to an ethical code that underpins broader commitments to professional values.
These commitments include putting our customers’ interests first, investing in ongoing development of our team’s technical skills and knowledge, plus supporting wider initiatives that benefit society as well as the growth of the profession.
More information can be found here in this short video from the CII: What being Chartered means
We are Cyber Essentials certified
Cyber Essentials is an independently verified accreditation, demonstrating and reassuring our clients that we take their cyber security seriously.
The process follows a self assessment against five basic security controls, and a qualified assessor verified the information provided.
