You deserve the best – No-one works harder to help you plan your future…
Qualified support staff
Our client support team are the core of our business. We invest much in their training, qualifications and development.
Only the best technology will do
There is no black art to financial planning but we do take technology very seriously. We've developed our own software to help us match our advice to your individual Risk Profile. Financial wizards might like to take a look at our Financial Guides to lifetime cash-flow modeling and portfolio construction.
Sometimes getting through to financial institutions is like trying to discover a secret password. When you call us you'll be answered quickly by a real, friendly person here in our Kendal office. If your Planner is not available straight away, we guarantee they'll get back to you within 24 hrs.
We work directly with your other professional advisors when appropriate - for example we'll liaise directly with your solicitor when helping set up a trust fund or deal with your accountant to check on tax issues affecting your investments. This ensures you get a truly personal service with no hassle or time wasted interpreting different advice.
Clients tell us that this individual face-to-face time spent with their Planner is the most valuable part of the service we provide. Once your investment strategy is being implemented we will hold a formal review meeting at least once a year.
No small beer
Financial legislation quickly changes the landscape and we like to pass on our knowledge through regular seminars and updates for clients, businesses and professional connections. We also support the business community through our involvement in events and conferences.
We’re here to help you...
Call us on: 01539 725855