Planning to Succeed...
We want to help you create a financial plan that will meet both your life goals, and your personal values. Goal setting is a powerful tool, whether applied to one's professional life, personal aspirations, or personal finances. In fact, goal setting can make the difference between success and failure. "He who fails to plan, plans to fail".
We ask you to complete our ethical preferences questionnaire which can be found in our ethical investment section.
We all have financial needs, and finding an affordable solution to meet those needs is an area in which many people seek advice . Your needs today could be significantly different to those of the future.
We also have personal values. However, what is ethical to one person is not necessarily ethical to another. Our aim is to provide you with financial advice based on your values throughout your life . Our focus is on service. We want you as a client for life.
What are your financial goals?
You may wish to plan for a child's education, for the purchase of a dream home or perhaps for income in your retirement. No effective financial plan can ignore the effects of outside impact like accidents, long term illness or loss of employment. It is also important to consider the effect of your death on others.
To help you fulfill your financial goals we offer an advisory service. This allows you to take advantage of our expertise in providing professional and impartial independent financial advice on socially responsible and ethical investment.