About Us

 

We continually pursue higher levels of professionalism, ethical and behavioural standards

We strive to ensure our skills and technical knowledge are continually refined ensuring our clients benefit from sound, relevant, quality driven advice.

Our Approach and Philosophy

We believe the achievement of long-term financial security requires an holistic approach and careful planning.
 
Whether your needs are centred around wealth management, retirement planning, long term care provision
or passing your wealth on to the next generation, we will work in partnership with you to help you grow, protect and enjoy your wealth.
 
We will always look at the bigger picture – for you and those you care about.
We will seek to understand your long term goals, priorities and objectives 
 
We believe that we have no right to talk to you about your money, or what to do with it,
until we understand what you are trying to achieve!
 
We provide restricted advice as we will not recommend product solutions which we believe to be high risk. We feel they are seldom in our clients’ best interests. Where discretionary investment management is believed to be the right solution for our clients we will only recommend the award winning in-house investment management services provided by Whitechurch Securities Limited.
 
Chartered Status
Our Chartered status reflects our commitment to professionalism, capability and ethics.
 
The Chartered status is a prestigious title awarded to firms that meet rigorous professionalism and capability criteria. All Chartered Financial Planners commit to the Chartered Insurance Institute’s Code of Ethics, reinforcing the highest standards of professional practice. As the premier professional body for the financial services profession, the CII promotes higher standards of integrity, technical competence and business capability.