New Year’s Resolution – 2017 and beyond

2017withchristmasball02Not 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.

Simple!

Jan

Why Would I Choose Someone with Passion?

As Christmas approaches, like so many other business people, I am starting to focus on

Read moreWhy Would I Choose Someone with Passion?

The PFS Annual Conference

In any profession is important to share with other professionals, exchange ideas and learn

Read moreThe PFS Annual Conference

Should Financial Planning Keep You Warm?

coinstack60There is a ‘rule’ that advisers should recommend their clients clear debt before

Read moreShould Financial Planning Keep You Warm?

Support for renewable energy stays sky-high – official poll

Public Attitudes Tracking Survey published today by Secretary of State

Read moreSupport for renewable energy stays sky-high – official poll

Talk for the Malvern Women in Business Meeting

Why invest in Socially Responsible Funds (SRIs)? Let us start by considering why we

Read moreTalk for the Malvern Women in Business Meeting