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WHERE DO WE ADD VALUE?

Our team firmly believes in our philosophy of being fiercely independent and acting on your behalf by striving to:

  • Understand your objectives and keep them at the heart of our advice

  • Have a deep understanding of the technical rules and how to apply them

  • Ensure allowances are used and profits taken and other financial housekeeping

  • Engage our clients with their finances on at least an annual basis to revisit financial plans and aim to ensure they stay on track

  • Negotiate with third parties and researching on our clients behalves

  • Provide counsel in times of economic turmoil and during the key moments in your life to remove the stress of keeping abreast of financial markets and changing tax rules

  • Most importantly, know where we can add value and where we stray into trying to be clever: we won’t predict the future or have our heads turned by the latest investment fashions. We will be honest with you and act as your professional cynics.