Telephone: 0141 331 2221

How Will You Benefit?

Adding Value

Working with a good financial adviser can help you in a number of different ways. Our clients are typically busy and successful at what they do and the one commodity they have least of is time. That’s where we come in and we can help you to get organised and enable you to concentrate on the things you want to, such as running your own business and or spending more time with your family. By working with us you have a much greater chance of retiring comfortably and of avoiding any nasty surprises. You will also gain peace of mind from being on top of things.

We also see our role as guiding and coaching and we try to prevent our clients from making common mistakes such as buying and selling investments at the wrong time and investing in risky products. Whilst we can’t give any guarantee’s around investment performance working with us over the longer term is likely to provide you with a superior result than you could have achieved yourself,without the stress and without taking the same degree of risks. We believe we can add value in the following ways.

  1. Saving you time.
  2. Cutting through the jargon.
  3. Giving you a clearer understanding of your choices.
  4. Calculating a figure or target you can work towards.
  5. Validating a figure or target you may already have come up with.
  6. Providing a second opinion on your own decision making.
  7. Working alongside you as a trusted strategist and helping you set your future course.
  8. Keeping you on track and in alignment with your real goals in life.
  9. Removing emotional pain or fear about a major financial decision.
  10. Our ongoing model is based around growing your investments.