Director
CurrentWe are specialists in wealth management for professionals. Helping our clients visualise their financial future, plan to achieve their lifestyle goals and manage their assets to minimise tax, create, protect and preserve wealth. Our clients meet their lifestyle goals by following a clear path we provide for them, taking time to understand their concerns and providing clear explanations. This is why 99% of our clients have come to us by personal recommendation. We also have a 99.9% retention rate of clients.In 2010-2011 we invested over 23% of our net income on staff development and training to better serve our clients. Every year we invest in the latest and most sophisticated software and solutions to help us best assist our clients - last year this was around 10% of our net income. All Planners are Diploma, Advanced Diploma or Fellow qualified. With one Chartered Financial Planner. Jim is a company director, Chartered Financial Planner, Fellow of The Personal Finance Society and Senior Investment and Pension Consultant with great technical expertise including qualifications in the pension transfer, pension fund withdrawal and inheritance tax planning markets. In addition, Jim holds advanced qualifications in the investment, tax planning and corporate markets. “To be able to meet clients expectations requires an in depth understanding of their feelings, attitudes and aspirations and using these, helps me to model a specific solution for each of my clients”.