Fuzziness. There’s a lot of it about in financial services. Not to mention jargon, complexity and confusion.
It’s hardly surprising therefore, that financial planning is considered complicated, or that people don’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.
It’s called plain speaking.
As financial advisers, you expect us to increase, manage and protect your wealth. But that’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, you’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, we’ll start as we mean to go on — 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, we’ll help you understand what needs to be done — and why.