| We are firmly committed
to fee based holistic advice. This means that
we want to work with you on an ongoing basis
to ensure that you achieve your goals and
protect what you have.
As we deal with higher incomes or net worth
individuals we have to be technically good,
as these are the most demanding of customers.
Therefore your adviser will have passed
the following four examinations in:
· Corporate Financial Planning -
for dealing with companies and directors.
· Personal Investment Planning -
Helping individuals understand their options.
· Taxation and Trusts - Helping to
avoid paying tax with the use of trusts.
· Pensions - More technical help
on the more difficult areas concerning pensions.
We believe that paying for advice is the
correct way to do business.
We also feel that using commission to pay
for advice is often very sensible so we
take a flexible approach which suits the
clients' situation.
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