Why Work With Us

You are at the centre of everything we do.

Proud to be fully independent

We won’t ever be influenced by a wealth manager or product provider and when we recommend a strategy for you it’s always after a fair analysis of the market. We aren’t conflicted by having our own investment products or funds. Our only product is great financial planning, relevant to your circumstances. Working in this way means we can always be on your side. If circumstances require us to change your strategy, we are able to arrange that for you as part of your review service. The products we recommend wouldn’t usually have any exit fees.

Personal, Friendly, Open & Honest

Your life can’t be placed on a template. Personal service, tailored to you, is at the heart of what we do. We will work in partnership with you to understand your dreams and what you want to achieve in life, helping you make great financial decisions to get there. That means ‘telling you like it is’. We won’t allow you to make costly mistakes without first making things absolutely clear. It’s our job to highlight the benefits of your actions but it’s also important for us to explain the risks.

Straightforward, cost effective, future proof

We hate piles of paper and wasted time. This just costs you more money. We use technology to create an efficient and engaging service for you, such as giving you access to your very own personal finance portal, containing all of your investments and our recommendations. We also use cutting edge lifetime cash flow modelling tools to bring your financial planning to life. This ensures we spend your precious time concentrating on what matters most – discussing your future.

Protection for you

In order to continue to advise clients, Chris holds a mandatory statement of professional standing from the Chartered Insurance Institute. This is awarded yearly, after the requirement of 35 hours development learning has been met.

We originally met Chris when he worked in the building society. He listened to us carefully and seemed to understand that we had lost faith in financial advisers and that we were very cautious investors. We had accrued cash ISA’s with various providers and Chris advised us to consolidate them into stocks and shares ISA’s on various platforms with different suppliers to spread the risk, he also arranged an income from these. This consolidated our accounts to simplify things for us. During our first meeting with Chris we felt comfortable with his approach to our financial requirements, he took the time to understand our unconventional lifestyle and because of this understanding we have followed him to his new independent venture and wish him all the best with this and look forward to a lasting and informative relationship in the years to come.

A & S Marshall | Pudsey, Leeds | Wealth Management

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Why Work With Us

You are at the centre of everything we do.

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