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Living the Future Life – should we be planning to live to 100?

Increasing life expectancy is one of the biggest challenges facing pension providers and financial advisers. It presents unique challenges to our assumptions, habits and everyday spending decisions. A fascinating report called Living the Future Life by the Pension Policy Institute looks into the impact of living longer on four key areas; housing, work and skills, [...]

Why the triennial re-enrolment point is the right time to review your pension scheme

Bramwell Towse, Director of Corporate Solutions at Wren Sterling, describes what he has seen in the market as employers consider the suitability of their scheme at the triennial re-enrolment point The triennial re-enrolment of auto enrolment schemes is naturally leading to employers questioning the scheme that was put in place first time around. For the [...]

What is the value of financial advice? £40,000 apparently

According to Royal London and The International Longevity Centre, people who take financial advice are on average £40,000 better off than those who don’t.[i] Clearly, the value of advice is subjective down to an individual level, but this report explores the impact of receiving advice during the period 2001-2007 on consumer outcomes in 2012-14. It [...]

What our clients say

Our values underpin our client relationships and we strive to make them evident in all we do.

UNCOMPROMISED

Uncompromised sums up the way we work and our dedication to getting the very best outcomes for our clients. Our advice is independent, so nothing comes between us and recommending the right mix of products for our clients to meet their financial goals.

APPROACHABLE

Regular contact benefits everybody. It builds our clients’ financial knowledge and deepens our understanding of their personal circumstances, because the better our understanding, the more precise our advice will be.

CLARITY

We make sure our clients are clear on their financial situation, so they feel in control. We communicate using plain English and take our time to explain our recommendations with clarity.

GENUINE

We know open and honest dialogue is crucial to successful client / adviser relationships, so we’ll always talk frankly with our clients about their financial goals.

Money Matters Winter 2017