It is fair to say that the majority of financial advisers have far too many clients that they cannot service properly and hardly ever see.
By recognising this fundamental weakness, we have developed a very different and more successful strategy which is to have a relatively small number of clients (around 120) with whom we have an ongoing relationship in which we help them to identify and achieve their real financial goals and objectives.
We aim to work with clients looking for a partner to help them plan and organise their financial future.
Most of our clients are small business owners, professional people or have been referred to us by existing clients. They all want straight forward professional advice on financial planning. This is also likely to include a review of their existing pensions, investments and life assurance plans.
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