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Working together

Long term relationships often deliver the best results.

You can expect from us:

  • Our confidentiality - Everything you share with us will be treated with the utmost confidentiality.
  • Our trust - We want to work with you for the long term and would like you to feel you can trust us.
  • Our time - We will listen carefully, ask questions, and take time to understand your financial needs.
  • Our expertise - We will use our extensive experience and knowledge to create a sound action plan based on the information you share with us.

To create the best solution for you it would be helpful if we could have:

  • Your information in a timely manner - We will need certain pieces of information and paperwork from you at times. It is unavoidable I’m afraid. This will help us be better prepared and makes the most out of any conversations or time we spend together.
  • Your trust - The more we understand about you, your goals and your finances, the more we can help you achieve your aims. We would like you to feel that you can share the full picture with us and trust us and our professional integrity to keep everything confidential.
Many thanks for the help and advice you gave me regarding my ‘pension pot’. The advice you gave me for the investment of my pensions means that I have a much larger pension fund than I was expecting. Altogether, very sound advice and excellent and timely service.
— Mr C of Wokingham