WHY US

WHY CHOOSE US

We are dedicated financial specialists with a wealth of knowledge and motivation to understand our clients and their individual goals. We are committed to protecting and growing your financial position.

VALUING OUR CLIENTS

We use an Individualised approach to financial management, valuing long-term, personalised relationships with our clients.

TRANSPARENCY

We are regularly in touch with our clients, to ensure they know how their investments are performing and understand the strategy..

NOBEL PRIZE WINNING APPROACH

Our approach is based on the insights of Nobel Prize winner Dr Eugene Fama who has shown the benefits of a portfolio that is low cost, widely diversified and developed incorporating dimensions of risk, rather than speculation.

EXPERIENCE AND KNOWLEDGE

With over 30 years’ experience in the industry, our clients have peace of mind that we have the knowledge to help them achieve their financial goals. It’s this, combined with our passion, that sets us apart.

TRACK RECORD

Delivering value to our clients and a track record of sound investment performance and advice that meets client needs and goals.

FEE ONLY

We are independent, fee only advisers, and do not accept commission from any investment we recommend. Any fee rebates that we negotiate are passed directly onto our clients.