As independent financial advisers, we've been providing financial guidance and wealth management services to individuals, families, businesses, and trusts since 1997. Having spent over 20 years advising our clients on their investment, pension, insurance, mortgage, tax planning and associated financial planning needs, we know how complicated, frustrating and time consuming it can be, even for those with relatively straightforward goals.
Our knowledge and experience add value over time, but our clients are happiest when we simplify their financial lives by putting in place straightforward, understandable, easily manageable financial plans to meet their needs. And that's why we do it.
Our knowledge and experience add value over time, but our clients are happiest when we simplify their financial lives by putting in place straightforward, understandable, easily manageable financial plans to meet their needs. And that's why we do it.
Services
Who we are
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Justin Bunker and Alex Riley met in 1995 whilst working together at a financial product provider in London. At the time, truly independent financial advice was not as common as the direct purchase of financial products, although the balance was changing. Justin and Alex agreed that offering trustworthy, unrestricted, reliable, unbiased financial advice with a focus on great client outcomes must be the aim.
What we do
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Like a healthy diet, regular exercise and plenty of rest, you already know some of the things in life that are good for you. But knowing is easy and doing it is hard. It's human nature to put difficult things off, even when you know they are good for you and simply put, it's the reason why financial advisers exist.
Who we advise
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We work best with those looking to appoint an adviser on a long-term basis, recognising the value that a close relationship and the building of trust can bring over time, and it is rare for us to complete single transactional pieces of work without the intention of working together again.
Our clients include successful professionals, corporate executives, business owners, entrepreneurs, trustees, and individuals or families with household wealth substantially higher than the national average.
Our clients include successful professionals, corporate executives, business owners, entrepreneurs, trustees, and individuals or families with household wealth substantially higher than the national average.
What it costs
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We offer fixed initial fees for planning services, independent of any requirement to arrange an investment. Should there be a subsequent need to invest, we offer a tiered, reducing scale percentage fee for their arrangement and provision of our ongoing service. Fees are capped for our largest investors.
What we think
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This is our blog page where we hope to pass on valuable information, which could help you be better prepared when dealing with your financial arrangements. But to be clear. We're not providing personal advice here (you have to pay for that I'm afraid!) and any arrangements that you make having read these pages are entirely your own affair.
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