Why Choose Us?
We are NOT your traditional financial advisors.
As an INDEPENDENT financial advisor, we DO NOT try to sell you services that you don’t need.
We WILL however help you gain a better understanding of the confusing world of wealth creation and management,
whilst help removing the cloud of uncertainty that planning your finances can bring.
Years Experience In Financial Services
Chartered Financial Planner
Only 10% of financial advisers are Chartered Financial Planners and Fellows of the Personal Finance Society
fewer than 5% have CFP, Chartered Financial Planner and Fellow of PFS accreditations
A journey of a thousand miles must begin with a single step
LAO TZU
Financial planning is typically about explaining a range of products and selecting the one that best fits the client. With lifestyle financial planning, the product is almost irrelevant because you’re much more focused on the client and their ambitions and goals for the future. They may have half a dozen conflicting dreams and you need to use your expertise to work out how to use their resources to help them achieve their goals.
Unlike many large businesses, we don’t answer to shareholders, and we don’t have to sell specific products.
Put simply, we work for you and the advice we offer is as individual as you are.
Our Accreditations
All of our advice team are Chartered Financial Planners – the gold standard in our industry, in addition to gaining Certified Financial Planner status. We are members of the Chartered Insurance Institute, Personal Finance Society and the Chartered Institute of Securities & Investment. As members, you can be reassured that the advice we give to you is of the highest quality, that any advice we give is based on your individual circumstances and that it is offered by someone with the correct level of competency.
Our 5 Stage Process
When you contact us for advice, we’ll work through Five Key Stages:
Stage 1
An introductory meeting to pull together as much information as possible about you, your financial well-being and your plans for the future.
Stage 2
Data gathering, to analyse what you have told us so we can prepare a report.
Stage 3
Developing a financial plan which will outline your current position and make recommendations about you can achieve your goal.
Stage 4
Implementing the recommendations we have outlined and liaising with third parties on your behalf.
Stage 5
Ongoing reviews to ensure your objectives are being achieved and that the strategy we have chosen is the right one.
TESTIMONIAL
Conor immediately put me at ease, explained his role and managed my expectations from start to finish. His friendly, plain speaking, and no pressure approach put me at ease from beginning to the first milestone where I intend to use Conor’s services going forward. Using Conor’s financial planning service is the best investment I have ever made, I have a clear picture of my financial circumstances and I know what I need to do to maximise its potential.
