Communication is the most important part of the relationships that we have with our clients. We are advocates of the Lifestyle Planning model of financial advice, so it’s important we understand you, your attitude to risk and your hopes for your financial future. Our goal isn’t to tell you what to do but to facilitate you controlling your financial planning with confidence. Our experience has taught us this can’t truly happen without regular face to face meetings and up to date reporting. All investment and pension clients receive quarterly reports regular market updates and commentary between these reports and regular review meetings. Read more