We provide advice to private clients and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives. As part of that goal, we always put advice before products, and value before cost.
Before we formulate any recommendations, we’ll get to know you and your circumstances thoroughly. Even if you come to us with a firm idea of what kind of product you want, we won’t simply compare the individual products available. We’ll look at them in the context of your financial situation and work out which would fit best. And that possibly wouldn’t be the cheapest. Although we’ll tell you which is, we’ll only recommend the one which provides the best answer to your needs.
Our costs are always transparent, whether we are remunerated via fees or commission. We do not receive a commission for all products that we advise on. For example advice on retirement planning or investments is payable by a fee.
We are a firm of Independent and Restricted Financial Planners based in Chalfont St. Peter in Buckinghamshire. Paul Silver is a partner in the firm and has been in the financial services industry since 1988. Matt Thomas is also a partner and has been in the industry since 1992.
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Regardless of the scope of our advice, our financial planning is all about you, your aspirations and your circumstances.
How much do you need to save? Is a pension the best solution? Should you take tax free cash? We can help you make these decisions.
Providing adequate cover and the right protection is not as easy as you might think. As Independent and Restricted Financial Advisers we can find the one that best suits your requirements.