Fuzziness. Thereâ€™s a lot of it about in financial services. Not to mention jargon, complexity and confusion.
Itâ€™s hardly surprising therefore, that financial planning is considered complicated, or that people donâ€™t always grasp the significance of the financial decisions they make. All in all, an unsatisfactory state of affairs.
There is however, there is a way of dealing with that situation.
Itâ€™s called plain speaking.
As financial advisers, you expect us to increase, manage and protect your wealth. But thatâ€™s not our only responsibility: we must also explain clearly and precisely how we intend doing that.
For that reason, communication is a key element of our service.
We work hard to avoid misunderstandings. We strive for clarity. We aim to keep explanations concise and we take things one step at a time.
When we first meet, youâ€™ll want to know about the scope of our service, the benefits you can expect, our qualifications, how we charge and the principles we subscribe to. Again, weâ€™ll start as we mean to go on â€” i.e. by speaking plainly.
No matter whether you have a one-off or an immediate financial planning issue to address, or you require on-going assistance to implement a long term plan, weâ€™ll help you understand what needs to be done â€” and why.