Feel good about the decisions you make
You genuinely care about social and environmental issues, so you want to put your money where your mouth is and seek more sustainable investments. As the world evolves, more of us are considering sustainable factors when deciding where to invest.
Sustainability is a long-term force for change and by using your wealth to support investments which are well-positioned to thrive, you’ll reap the rewards on a personal and financial level.
How our approach works
Together, we’ll work towards a secure future and create a bespoke portfolio to match your values. Here’s how:
Offer genuine care
and guidance
When looking for financial advice two things will be important to you. Your adviser must be ethical and trustworthy. By choosing us, you’ll get both. Our team shares the same concerns and we use our position to make a difference.
Create a
sustainable strategy
We work collaboratively with a discretionary manager to bring your aspirations to life. We structure your money in tax-efficient and sustainable investments. Matched to your risk profiles and timescales, they cover long and short-term needs.
Cultivate a
meaningful relationship
Client interaction and engagement are of the utmost importance, so we utilise modern technology to enable you to see the process as more of a collaborative approach. You can make confident decisions from the research we put in front of you.
Provide a
truly holistic approach
Balancing the mathematical and philosophical elements of finance comes naturally to us. We blend EQ (emotional quotient) with IQ (intelligence quotient) to offer a unique financial planning experience that focuses on your specific coordinates.
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.
