Services- Some areas where I may be able to help you -
My main goal is to be able to provide a solution that is bespoke to your individual situation, rather than have a simple off-the-shelf, one-size-fits-all answer to everything. That said, there are certain common features that I employ to ensure that the way I work treats my clients fairly and ethically.
The systems I use are robust and based on the best practices employed in the wider profession. This includes the use of state-of-the-art research tools, cash-flow modelling software, and monitoring & reporting systems all kept within safe and secure data protection procedures.
As a member of a network of similar advisers, I also have access to regular professional development days, opportunities to discuss the latest changes in regulation or and briefing on new products in the marketplace as well as having external oversight of my work to ensure that there is an independent eye watching to ensure proper governance and compliance with not only the letter of the regulations but with the spirit too.
As outlined in the About Us section, my goal is to provide an excellent level of service to my clients, based on the ‘golden rule’ of treating them as I would like to be treated myself.
During my career, I have worked alongside a number of legal and accountancy practices to ensure that the financial advice that their clients received was timely, accurate and was of demonstrable added value.
Services for Businesses
Services I provide to business owners fall into two distinct categories; those aimed as employee benefits and those for the owners themselves.