About us
Our clients would describe us as lateral thinkers. We want to know all about your fur sink and electric dog polisher – if they matter to you!
Many financial advisers approach their clients thinking about what financial
products they may need. Many financial advisers can only recommend one
company’s products.
We want to understand:
- Your future plans and goals both financial and lifestyle
- What things are of value to you- holidays, your home your grandchildren?
- What really makes you content
- What makes you worry
- Its the adviser’s role to see what makes you tick and build the financial plans
- around you
- Listening is every bit as important as advising
“I love money. I love everything about it. I bought some pretty good stuff .Got me a 300 dollar pair of socks, got a fur sink, an electric dog polisher, a gasoline powered turtle neck sweater and of course I bought some dumb stuff too.”
