Not so much a New Year Resolution as an affirmation of our business principles. Principles that, unlike the usual resolutions, will last an entire year and beyond.
1 A commitment to good client outcomes. Ensuring that clients benefit first, the firms interest taking second place
2 Clients have an opportunity to make a difference as well as make money.
3 Our fees are good value. Clients get what they pay for and their expectations are exceeded
4 We support women.
5 We stand up to the bullies.
A commitment to good client outcomes, unlike some other organisations who still work to targets meaning that the selfish adviser is rewarded, even when they can damage the firm’s reputation and disregard the best outcome for clients.
We match the clients principles and values, by taking time to understand them. Profit comes from sustainable business models.
All fees are agreed in advance.
We believe that, in a male dominated sector, women bring a different perspective.
We are brave enough to challenge the received wisdom.
Whilst being a small firm, we achieve better outcomes by tailoring our advice to the client’s needs and wants.