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your financial goals
for you and your family
Introduction
We’re different to most wealth management companies. We build our solutions and tailor our advice based on your objectives, your aspirations and your life.
Our investment approach is founded on evidence and models, not how we feel and our ego. This means our recommendations are extensively researched, monitored and tested, producing robust portfolios that have consistently outperformed other similar wealth management providers.
We are a long-established firm of financial advisers, financial planners and wealth managers. Our clients trust us to manage their investments and pensions to help plan for their future.
Benefits
- Access to market leading financial planning tools allowing you to plot your financial future
- Dedicated financial adviser to help you with your pensions, investments and wider planning needs
- Meetings in one of our Yorkshire offices, at your home or place of business
- A choice of Chartered & Diploma qualified advisers
- Truly independent advice ensuring you have access to the best solutions based on your needs, circumstances and objectives
- We are authorised and regulated by the Financial Conduct Authority (FCA)
Robert SimpsonManaging Director
Our Approach
We pride ourselves in providing highly personalised financial solutions to a range of individuals and businesses. These include:
- General Financial Planning
- Retirement Planning
- Pension Advice & Consolidation
- Investment Advice
- Protection
- SIPP (Self Invested Personal Pension)
Our approach matches investment strategies to the individual goals and aspirations of our clients, seeking outperformance whilst controlling risk. Our clients are always at the centre of our thinking and strategies and can rest assured that their interests are aligned with our values.
Harvesting a positive culture, we constantly aim to deliver an exceptional service to our clients to inspire confidence and success.
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Getting to know each other
We want to understand the story of how you got here. This means understanding you, your family and your business or occupation. We’ll get to know your worries and concerns in relation to your finances and most importantly what your ideal future looks like.
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Pinpointing your needs
Once we know your aspirations, we collect information from you about your current pensions, investments and protection policies. Using sophisticated financial planning software, this will enable us to create your individual financial plan, which will demonstrate exactly how to get you to where you want to be.
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Providing Advice
It’s our job to make your plan happen. That means selecting the best pension, investment and protection providers for your individual circumstances. We liaise with your other advisers such as accountant and solicitor to ensure everyone is aligned. Finally, we’ll design the most appropriate investment portfolio for your attitude to risk and goals.
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Building a winning partnership
We understand that the journey to a goal is often not straightforward. Your circumstances and the world around you can change meaning we must adapt. We’ll work together to evolve your financial plan regularly.
