We work primarily through introductions from other professionals, such as Independent Financial Advisers, Solicitors and Accountants – as well as word-of-mouth recommendation. However we appreciate that clients wish to know something of the company they are looking to engage, hence we offer this web-site for prospective introducers and clients to form their own views, prior to making contact.
We only work with clients where we have agreed the parameters of our involvement. In this way, we believe that no client can be disadvantaged.
For all new clients, we require an extensive history and understanding of your objectives, before making any recommendations.
For existing clients, we tailor our services to suit your needs; not the other way around!
We look to move forward with our clients on an on-going basis, not just a transactional one. In this way, we believe we are able to offer the required impartial advice, to enable clients to decide their best course of action, both now and in the future.
