About you

There is no such thing as a typical client.

Who is our typical client? This is a question we are often asked by potential new clients. Our answer is that there is no such thing as a typical client, but the majority of our clients:

  • Are committed to a long term professional relationship built on mutual respect and trust
  • Expect a high level of personal service
  • Understand the benefits of regular reviews and advice
  • Appreciate the varied skills of our specialist advisers
  • Are pleased to be offered advice via a transparent, fee-based system
  • Are comfortable with taking advice, and willing to work in partnership with their adviser


“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.” - William A Ward