Clients
We want all our clients to benefit from our financial planning service in the following ways:
•feel in control of their financial situation
•be clear about their options
•identify and to achieve their financial goals
•manage their cash flow
•use their money effectively
•reduce their tax liability
•have a knowledgeable adviser to turn to whenever the need arises
•obtain regular and/or relevant financial reports, whether by post, email or through the website
•feel confident in the service we offer
Steps To Becoming A Client
You will want to meet us and be assured that we are the right people for you before you become a client - and we will want to be sure that we can help you in your particular situation.
The first step therefore is for you to make contact with us, so that we can arrange a meeting at a mutually convenient time and place.
You can do this by phoning us, e-mailing us, writing to us, visiting our offices or, most conveniently, by registering through our website.
We will arrange an initial meeting where we can discuss your requirements, analyse your personal and financial situation, identify any potential shortfalls and make some informal recommendations. Assuming you are happy to instruct us at this stage, we will then research the market place and make formal recommendations to you at the second meeting. Once a product/contract has been applied for we will provide you with a detailed written report.
What We Offer You
We aim to offer all our clients
• an efficient, first-class, professional service while retaining the personal touch.
• the benefit of our years of experience and study.
• a plan tailored to your specific requirements, reviewed and adjusted over time
• research and administration backed up by the latest technology
• assurance of our confidentiality and trustworthiness
Where we work
We are happy to see clients by appointment in our offices, or if more convenient, at your home or office. Our clients come to us from all over Middlesex and Hertfordshire through to Central London including:
Aldenham, Barnet, Borehamwood, Bushey,
Chorleywood, Edgware, Harrow, Mill Hill,
Moor Park, Pinner, Radlett, Shenley,
Stanmore, Rickmansworth, Totteridge, Watford