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What We Do

As we’re all on our individual journeys through life, you may be interested to hear about what drives us, and why we do what we do and in the way that we do it.

Many years ago, we provided what could be termed as your typical Independent Financial Advisory service. That is, our core client proposition was to research products and set them up for clients.

Even though we also did quite a bit of non-product work for clients, we were only paid when we recommended a product and were paid a commission by the product provider.

Whilst sourcing the correct products is still important, we knew that something major was missing. We spoke with many clients and conducted research into what they valued the most and, interestingly, the setting up of products was way down the list of their priorities!

This totally resonated with us and confirmed what we’d been thinking for a while. Some of the responses were:

  • I want to know how much I need to invest for my retirement
  • I want to know how and where to invest my money
  • I want to get better financially organised
  • I want to improve my work / life balance

Armed with this information, we set about redesigning what we were doing for clients with the aim of ending up with a core set of services that would help them even more.

We also discovered that many clients wanted to pay for our services on a fee basis, rather than us being paid via commission from product providers.

The current advisory landscape is that some financial services providers are set up to do one thing – sell products; whether their clients achieve their goals in life is often the furthest thing from their minds.

However, our philosophy is clear – planning before products.

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