Fair, transparent fees
We are committed to transparency across all areas, and this includes the way we structure and disclose our fees. At the start of our relationship together, during the Discovery Meeting, we will set out exactly what we charge so there are no hidden surprises. Ultimately, you are paying for our insight and expertise as not only financial planners but business owners ourselves.
Our services include the following
A financial plan that helps you take control of your future and puts you and your family first
Advice on how to build personal wealth from your business and maximise the use of your personal income
A professional investment management service to ensure you meet your long-term goals
Help with estate planning so you have the financial freedom to look back and know you made the right decisions
Business sale planning in conjunction with your other professional advisers.
A lifelong alliance
We want to cement a long-term, trusted relationship with you, which means our service continues even after implementation. We schedule future planning meetings once a year so we can catch up with where you are and check that your plans are still in line with your goals. We continue to work with you in retirement to ensure that your finances are managed in a way that allows you to do the things that are most important to you.
What other business owners say
Read our reviews
As you can see, our clients believe in our work and have taken the time to leave feedback. Here are just a handful of our recent reviews – we’re delighted to positively impact the lives of others.