CLEAR, GOODHEARTED ADVICE BASED ON HOLISTIC FINANCIAL PLANNING & ETHICAL INVESTING
By working with us, you can tackle the world with confidence and achieve your dreams knowing you are investing according to your values.
Our clients usually have one or more of three broad roles: professionals and their families; trustee of a family or professional trust or charity; CEO/senior manager. Whichever role you are, our focus is to help you achieve your goals by providing ongoing clear, goodhearted advice based on holistic financial planning and ethical investing.
Peter offered us the chance to have an initial no-obligation meeting, which we took up. He spent much of that meeting really delving down into our values, relationships, who and what was important to us, but mainly what we wanted to achieve with our money.
Rob and Mary
