Introduction

In the weeks since the world changed, our role as a Financial Planning & Investment Advisory Firm has evolved to reflect the needs of our clients. For now, the main focus isn’t on ambition, aspiration or what can be achieved in future, but rather on the simple question ‘Are We Going To Be OK’?

We would like to think that, in relation to your Financial Life, we are equipped to answer you, and have endeavoured to do so in our meetings, planning sessions and reports. We’re also satisfied that, in most cases, the answer is yes.

However we recognise our limitations. Our clients have other professional and personal needs that are beyond our capacity to provide. This is where you come in...