Sticking to the plan: 50%
We use our skills, experience and knowledge to help you to make better financial decisions.
For example, in times of market volatility we will strive to ensure you do not make impulsive decisions, showing you that temporary (and history has proven they are always temporary) market drops are the price you have to accept for longer terms returns.
We find having a clear set of objectives and a robust financial plan helps clients to stay on track in times of uncertainty.
Providing financial security, clarity and peace of mind: 25%
We ensure your objectives and goals continue to remain current and regularly review your progress towards achieving them, including working with you to stick to agreed spending/savings goals.
We offer independent and impartial advice and can act as a sounding board when you are making emotionally driven financial decisions.
Ensuring your retirement savings remain optimised: 10%
Taxation legislation is continually changing and we will keep you abreast of developments
Rebalancing your portfolio: 0%
We don’t charge for this.