How we work with successful business owners
Your Personal Finance Director
We understand that your needs are different. Your day is full of challenges and decisions. Work-life can be very hectic with personal life sacrifices a frequent occurrence. We help save you time, get you organised, deal with issues and identify opportunities, providing much more value than typical advisory fees will deliver.
We offer a highly personalised service. Each planner only works with a handful of clients at any time so you’re getting a dedicated service. You’ll have your own experienced and highly qualified team of experts working with you from the outset, including a Financial Planner and a Client Service Specialist to get everything organised and act as your “Financial PA”.
We get to know you on a personal level and will be here to give you the attention you need. You’ll always find a high level of comprehensiveness within everything we do.
We’re heading in a much better direction than we’d ever get to with another financial adviser. It’s not too strong to say it has changed our lives.
Henwood Court Client
Businesssense® is a service provided exclusively to clients, as part of our Financialsense® Service. Businesssense® is designed to help our clients’ businesses in several ways.find out more
You cannot compare them to my previous advisers, as what we get is so much more and so much better…They’re not the best at what they do, they’re the only ones that do what they do.