Our clients take an active and positive interest in their future and are very engaged in their financial planning. They truly value our expertise and we aim to give the very best advice we can.
Across the team we have been thorough in gaining the depth and breadth of experience, skills and knowledge our clients are looking for. Tony Anderson and Marcus Dunk have completed rigorous study and assessment to become Chartered Financial Planners and Tony is also a Fellow of the Personal Finance Society.
Professional development and training are also core to our company culture and have led to us being awarded the coveted Chartered Practice Status.
We enjoy spending time with our clients and really getting to understand their values, how they want to enjoy life and prepare for the future.
All our clients are different, and people’s true ambitions are varied and often quite surprising. We always focus on the broadest aspect of our clients’ lives keeping what is truly important to them at the heart of everything we do.
For our commercial clients we take the time to get under the skin of their business, practice or charity, understanding personal as well as business ambitions, values and drivers. We also appreciate that while some business clients are extremely experienced, others can feel a little overwhelmed and so we approach every single client as unique.
We’re a close-knit, friendly team with respect for each other and a love of working closely with our clients. Our aim is to be always up-to-date and well-informed, aiming to be one step ahead of our clients’ needs. Being courteous and respectful are “givens” and we aim to deliver the highest levels of service we can.
Regular face to face advice is at the heart of what we do, there is never any restriction on the amount of time you can spend with us and we are always happy to discuss any queries our clients may have.
We are curious about the issues and trends that impact or benefit local entrepreneurs and so invest time and energy in the local business community, building networks, staying up to date with issues and keeping abreast of trends.
We are proud to be a Senior Partner Practice of St. James's Place Wealth Management, a FTSE 100 business with funds under management in excess of £100 billion.
We have a very strong belief that we should all do the right thing by our communities, giving back when we can.