Feel confident about where you’re heading
All too often, people worry about how much they are saving and continue to work tirelessly without establishing their goals. Instead of focusing on the numbers, you must consider what you are saving for and the lifestyle you want to achieve. That is the only way to establish how much is enough.
We will show you how to plan for your financial future while living in the present and help you determine what “enough” means to you.
How our approach works
Understand the correct steps to take, while you are still accumulating wealth, and secure a prosperous financial future. Here’s how we will do it:
Build long-term
wealth
We’re not going to sell you the new and exciting product that will make you wealthy in the next five years; we are focused on long-term wealth that will work for you now, but most importantly, in the future.
Find your
number
Your needs and goals are unique to you, and so is the number that works for you. In a professional and personal capacity, we will look at the bigger picture to determine how much money you need.
Make your own
decisions
As our relationship develops, you will become increasingly confident about the route to take. Whether concerning your pensions, ISAs or investments, you will feel empowered to know what to do with your money.
Determine your
goals
You may not even know what your life goals are yet. Our first step is to listen to what your objectives are. We then make a plan that strikes the right balance between financial security and meeting your goals.
What our clients say
As a time-constrained professional, with a diversified portfolio of assets including rental properties, I needed proactive ongoing concise advice from a trustworthy source covering overall planning as well as detailed investment advice. David takes the time to understand my developing planning needs, advises accordingly and provides a highly professional, reassuring investment framework to bring all key elements together.
Dr. CMR
client since 2021
I realised I needed to get my pensions in order, having saved into a company scheme for many years. I had no idea what I was due, whether I was saving enough or what I was saving into. I spoke initially to a large well-known company and was left in little doubt that their interests came before mine. David was referred to me and I was comfortable from the initial discussion that his ‘planning first, non-sales’ approach suited my needs. A satisfied client for many years now.
VEB
client since 2017
For many years we were content selecting our own investments and making our own decisions. It wasn’t until we saw, with the benefit of David’s insight, where our own choices missed key efficiencies or left important gaps. 20 years on we continue to work with David
JC
client since 2002
Making financial planning interesting is a rare ability. Working with David over the years has, thankfully, given me an interest in making sure I pay attention to my financial future
MB
client since 2012
Feel Free to make Your move
Get in touch today for a no-obligation chat with the team.
