It is vital that you find the right fit for your financial planning needs. This is critical and this relationship is important for us too. Or ideal client is a pleasure to work with, interesting both personally and financial and one that values and appreciates our professional advice.
Clients come to us because they recognise that they are not experts in financial planning or implementation and want to work with experts who do. Our ideal client understands risk, is prepared to work for the long term and believes in rebalancing investments and a balanced portfolio.