What is financial planning?

Better understand how we work as financial planners and the benefits to you.

We go beyond just investments

You may have noticed that we call ourselves “financial planners”. Not “financial advisers”. So, what is the difference?

As financial planners, we take a more comprehensive approach to your financial situation by considering aspects of your individual and family’s finances. We work to create a cohesive financial plan that aligns with your goals and values and develop a long-term financial strategy.

We get the job done

To reinforce our reputation as financial planners, the Chartered Insurance Institute has awarded us the prestigious Chartered status. As a Chartered firm, we adhere to an ethical code that underpins broader commitments to professional values.

That’s not all we have to shout about, as all three of our financial planners also hold individual Chartered status.

Our Chartered status