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About Us We feel that lifestyle should be as important as financial planning and a suitable balance is essential. To this end, we have deliberately based our business in a custom built office, packed with the necessary research and administration facilities close to our cottage in moorland Cornwall. We are surrounded by the best that Cornwall has to offer and have a commute of just a few seconds! The additional benefit of our central location means we are able to look after the face to face needs of our clients with ease. Over the years, we have listened to the feedback from our clients and developed a business model to satisfy the three main criteria most people feel are important when seeking financial advice. - confidence and trust in the ability of the adviser - clarity of advice and process - approachability and regular contact We have based our service around these principles and we must be doing something right. The significant growth in our client base is almost entirely based on personal referrals from happy clients and professional connections. |
