Whether building wealth, preserving wealth or transferring to the next generation, quality tailored advice is critical. Through our relationships with specialist professionals and the ability to create bespoke solutions, we are well placed to provide comprehensive independent financial planning solutions.
Financial planning is at the very heart of what we do. To us, it means finding out what your current position is, what your dreams and ambitions are for the future and setting realistic targets with our clients. It is our job to take what you have and find the most efficient way to turn it into what you need.
Protection is a key area of financial planning that is often neglected. Our aim is to make sure our clients are fully covered in all adversities, from having access to the best health treatment and income replacement to protecting our loved ones in the event that we were suddenly not there.
Know what you own, and know why you own it.
Bull Markets – ‘Born in pessimism, grows in skepticism, matures in optimism & dies in Euphoria’
How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.
In investing, what is comfortable is rarely profitable.
Money can’t buy you happiness but it does bring you a more pleasant form of misery.
I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.