How we work
The relationship we seek to develop with our clients is much like the relationship you have with your doctor (general practitioner or GP). In a way, we’re like your financial GP. People trust their GP and we need to build a high level of trust with our clients. Your GP gets to know you and your medical history – much like we acquire a depth of knowledge about our clients and their history. GP’s don’t make money as a result of recommending medications, treatments or a referral to a specialist – and we don’t make money from recommending investments or other professionals. You pay us a fee for a diagnosis and our independent advice. So, we are exactly like your family’s GP with one important difference being that you typically only see your GP when something is wrong. However, we want regular contact with you because we can still add value even if everything’s going right.
It is easy for an advice business to scale up and help hundreds or thousands of clients. But sooner or later, it turns into a factory. We are not a factory. And we are proud of it! Each relationship, each bit of advice is totally customised with care, respect and generosity to suit you. We take responsibility without demanding authority.