Our values

Trust and transparency

Our relationship with you is built on trust and transparency. We take pride in being an independently owned business and you can be confident we’ll only recommend investments and financial products that are in your best interests. And we’ll always discuss the risks and the benefits in detail, so you can make a completely informed decision.

Fee for advice

We led the industry in introducing an absolutely transparent fee-for-advice model, so you’ll always know upfront exactly what our services will cost. When you engage us, we’ll clearly set out the fees you can expect to pay and the benefits you can expect receive in return, only acting with your explicit approval.

Partnership and collaboration

Few things equal the satisfaction of achieving your financial goals by taking personal control of wealth creation. We work in collaboration with you, giving you the knowledge and opportunities you need to take control of your financial future. You decide how you would like to work with us — whether you’d like us to provide specialist personal financial advice on a particular investment strategy, or construct and implement a holistic financial plan.

Life-long advice

As you and your family move through life, your financial needs will change and evolve. We’re here to support you and your family at every stage, with insights and solutions to help you grow, manage, protect and transfer your wealth.

A holistic view

We know money is a means to an end, not an end in itself. That’s why we take a holistic view of your life and your finances, including aspects like estate planning and tax management that you may have overlooked. We will always consider the bigger picture and where necessary engage and hold accountable external subject matter experts in areas such as accounting, tax and legal to help implement your strategy.