Why choose us
Our clients tell us there are several reasons why they chose to work with us:
Our clients want us to ‘tell it to them straight,’ whether it’s good or bad news.
You can rely on us to do just that.
Pensions and investments can be very complicated and many people find them quite scary. So we’ll translate the complex stuff, so that you can understand it. We think that’s vital and our clients tell us that this is one of the main things that sets us apart from other adviser firms.
Wherever you want to get to, you’ll need a plan. It doesn’t have to be complicated and may actually be very simple, but we think it’s important that you:
- Know what you are being advised to do
- Understand why you are being advised to take a particular course of action
- Have confidence and trust in the person advising you
If that’s the type of service you’re looking for, then you’ve come to the right place.
We strongly believe in the benefits of independent financial advice. We know our clients feel the same.
Most of our work involves careful preparation of financial plans. But a financial product – for example, a pension or an ISA – will often need to be selected at some point, and our independence means we can select the most appropriate product and provider for your circumstances.
Dale was born and bred in the area. He is cut from the same cloth as you; straight-talking and down to earth.
We take great pride in our local area and we know our reputation is hard-won and easily lost.
Approachable & Friendly
We spend a lot of time with our clients, working with them to achieve their financial goals. To do that, the relationship must be enjoyable for both you and us.
We might be straight talking, but we’re approachable and friendly too. We know our clients enjoy working with us and that they value our advice.