Rather than solely do what every other firm always does, telling you how good they are, we feel it is perhaps more useful to give you real insight into what we have actually done and said to our many existing clients in the past, most of whom Geoff and Mike have now advised for 10, 20 or even 30 plus years.
There’s no hot air emanating from our team. If we need to update you or advise you to take action, we won’t just wait until your ‘annual review’ like a number of other firms appear to do. And now, we can do this for you in bite sized, manageable chunks (both for you and for us). If you register with us as a client, we will keep you informed via your own secure web portal.
But not unnecessarily.
Via this portal, we’ll also accept your instructions electronically wherever possible. Can you honestly say that about your existing adviser’s firm?
But please, don’t compare us to online investment trading services, where everything is slick, appears highly personalised and gets so close to sounding like advice that some users believe they are actually being advised. Often, they are not. These sites fulfil a function and for the right people, highly sophisticated investors, work well. But for most mere mortals or even for those who like to believe they are doing something right when markets rise but then panic, become anxious, indecisive and confused or take a bath when they slide, real advice is what they need. You will find it here.
Genuinely amongst the lowest cost yet with a big difference. A guarantee of first rate personal service and, if you can bear it, face to face when required too. Above all though, truly impartial, independent advice.
We’ve uploaded some actual documents, or extracts from recommendations, (names and identifying details removed of course) to help you learn more.
Please click or tap once on the document to scroll. Click or tap outside the document to scroll the webpage.