Our Philosophy
We offer our clients a long term solution-driven approach supported by professional advice. Our relationships with our clients are fundamental to us and we take great pleasure in looking after multiple generations of the same family. Whilst recognising that the world is changing at an ever increasing rate we are cognisant that our approach and services have to evolve as well, in partnership with our clients, whilst maintaining our core values of:
- Honesty and Integrity
- Professionalism
- Entrepreneurial Spirit
The boutique nature of our business contrasts significantly with larger organisations.
Larger Organisations |
Our Values |
|
| Conflicts of Interest | Complete Independence | |
| Excessive and non-transparent Fees | Complete Transparency – our profitability is based solely on transparent fees agreed with you. We negotiate the best terms and conditions with your banks, product and service providers | |
| Economies of Scale in the Industry lead to standardised solutions and restrictive outlook | Select number of clients with a dedicated partner as a relationship manager to provide top level professional service together with a creative approach that is specific to your needs |