What is it you wish for?
Whether it be a comfortable retirement, dream holidays or funds to help loved ones in the future, it is our mission to help you achieve your short term and long term financial goals. Working together, we can create a financial plan that can help and guide you to making those wishes come true.
However, life doesn’t always go to plan and there may be a few surprises along the way. Our ongoing service and support means that we are on hand to help you deal with these unexpected events.
"In this world nothing is certain but death & taxes"
Benjamin FRANKLIN 1789
"We have known Susie and Faye for many years and so feel very safe in their hands…..it’s a sort of role reversal, we were guiding them, now they’re guiding us."
David and Maureen F. (Letchworth)
We work with you to create a strategy based on a comprehensive risk assessment and consistent communication and service. Our flexible and focused investment process provides transparency and control, costs to a minimum and tax efficiency.
First things first, we’ll get together for a free meeting to find out more about your needs. This is followed by a comprehensive risk profiling process, the results of which will help us build an investment profile that is unique to you.
We’re a very friendly team based in the heart of Hitchin. We’ll see each other regularly (usually every six months) for us to tell you how things are getting on and make sure you are happy.
We’ll also catch up on life in general. We love to get to know our clients and you’ll always meet with a member of the Wealth Management team actually managing your Investments. You will also receive quarterly valuations and newsletters.
Every investment decision explained to you in the context of your plan
Face to Face
Regular face to face time with the expert who is actually managing your money
Gain a more focused view of your money