Core Values

Our integrity is important to us and as such we have certain core values which we will always uphold.


We will be honest in our dealings with you.  We will tell you if you don't need a product or service.  If an aspiration is unrealistic we will tell you why and help you to prioritise.  We aim to inform you of your options in an open and honest manner allowing you to choose your course of action.


Financial products and services are complicated enough.  Tax rules and legislation are ever changing.  Our job is to make your decision a simple one by avoiding jargon and presenting your options in a clear and concise manner allowing you to make an informed choice.  We want you to understand what our recommendations are and equally why they have been made.


We want you to feel that your financial planning is always handled sensitively and fairly.  We want you to feel secure in the advice given and able to talk to us if you don't feel your expectations are being met.  We will also be fair in our dealings with you and ensure that you receive good value for the services that you pay for.