The Service Options
We know there shouldn't be a 'one size fits all' approach to your financial life. Because of this we have taken great care to develop two service offerings, one of which will hopefully appeal to you.
Our Personal Financial Planning & Investment Service
Our core service is a highly personal one, with Paddy being your dedicated advisor and point of contact. We will first help you develop a clear financial strategy. When of tangible benefit to you we will implement effective investment and retirement structures. We will then work closely with you to make fruitful decisions into the future.
This will be the best route for you if you...
want help to develop a clear actionable plan with existing personal or business assets, pensions & investments
want an expert knowledgeable 2nd opinion on your current strategy or structures
want your investments or pensions invested with us in cost effective and proven passive portfolios with the world's leading fund managers
want to hire an empathetic and professional advisor to work with you for decades to come
want to work closely with an advisor, have several touch points throughout the year, and know that they care about your financial future as much as you do
Our Investment Only Service
This is our 'investment only' service, developed to help you implement new investment or pension accounts in our proven portfolios. This is most suited if you know what you want, and you want to get it implemented effectively and transparently. You will have a preference for less ongoing guidance, and benefit from one check-in each year with one of our team.
Ideal for you if you...
already know what you want to do, now need someone to help you implement it properly
want to invest investment or pension assets in cost effective and proven portfolios
want one check-in per year to help you stick to the investment strategy and achieve your results