Because we think it's really important. And we make a song and dance about financial planning, too, because we know the difference a financial plan can make to your chances of achieving happiness.
When it comes to tasks as important as planning for your future, securing financial peace of mind and accomplishing your dreams, it’s worth taking the time to pick an approach that’s right for you. So here are a few things you might want to know about how we work and why our clients appreciate what we do.
We really care.
Our aim has always been to offer a personalised service with the human touch. By combining financial and investment expertise with a lifestyle planning philosophy, we’ve created an approach that our clients love, and results that make a real difference to people’s lives.
“What Madeleine does differently is she’s interested in you as a person. She takes an interest in who you are, what is important to you and what you want to achieve, not just your money. She always knows what’s happening in my life, how my kids are, what I’m planning. She remembers.”
Phil, client since 2008
A few good reasons.
We speak your language.
Financial terminology has a lot to answer for! It’s often the reason people avoid taking a closer look at their money situation.
Our view is that it’s your money – you should be able to understand as much or as little about it as you like.
We practice holistic financial planning.
A life well lived is about more than just accumulating money; it’s about knowing how to spend it too. We focus on the whole picture; your long and short-term goals.
That way, we ensure every decision is taking you a step closer to the life you want to lead.
We’re directly regulated.
We’re directly regulated with the FCA. You can see our entry here.
Being directly regulated means we don’t have a board telling us what to do; we can be flexible, working in whatever way is right for you within the ethical and best practice guidelines we adhere to.
That’s means we’re not tied to any one product or provider. We’re unbiased and our recommendations are only ever based on what’s right for you and your circumstances.
We don’t have any sales targets to meet and you can rest assured you will never be sold to in a meeting with us.
I’m featured on VouchedFor, the UK’s leading customer review site for financial advisers, mortgage advisers, solicitors and accountants. Clicking on the VouchedFor badge (left) will bring up my VouchedFor page where you can read my client reviews and see my current user rating.
It all starts with a hot drink
And if you're lucky, a chocolate biscuit too!!
Whether it’s a tea, coffee or hot chocolate (Madeleine’s favourite), we think a drink and a chat in a relaxed environment is the perfect way to get things started.