Our approach is different; it is all about you
Our purpose is to take care of you, not just your money. That is why, at our first meeting, we will ask 65 (or more) questions about you, your life, and what you want to achieve.
Our approach is engineered to produce advice and results that are directly matched to what is important to you – your values, priorities, challenges, and goals.
A VouchedFor Top Rated Adviser
Our clients trust and value what we do. Ray has been rated a VouchedFor Top Rated Adviser for 7 years, based purely on customer reviews.
Exceptional investment knowledge
Our clients often comment that “if we have a question, you have the answer”. And that is how we want it to be.
We never take short cuts when it comes to your financial future, applying our extensive knowledge for your benefit.
A “one-stop shop”
We offer a truly comprehensive service where all your financial advice needs and lifestyle objectives are addressed under one roof.
Synchronised – rather than traditional disjointed planning – ensures that every aspect of your wealth is working to the same goals.
Your journey starts with a meeting that is all about you, what sort of future you want, and how you plan to spend your time. We will demonstrate our three-step formulae that will clarify what is required to keep you on track. Then we will ask you our killer motivational question that will provide the momentum for you to take action.
What our clients say
Discover what our clients really think of us and how we help them succeed.