We see ourselves very much as the “partners for the life you want.’’
We are all living longer so a successful financial plan is no longer just a luxury, it is an essential part of personal, family and business life. We see ourselves as your professional financial partner who will provide clarity, certainty, and the financial plan your lifestyle demands. We offer a real breadth of independant financial advice and as our name suggests we have a strong link to the medical community and with business professionals.
When we start working with you we examine all your existing arrangements.Then we’ll build on what you already have to create a strategy that works specifically for you. We'll let you know if any small adjustments are required and if your existing provisions could be working a bit better for you.
Very often you will have existing advisers in place including solicitors and accountants and we will work with them. The combination of their advice and ours ensures you get the maximum benefit and achieve a robust financial plan.
Members of the exclusive Best Practice IFA Group
Best Practice are a chartered UK financial adviser network who forms part of Benchmark Capital. Their mission is to power the highest quality firms in the Financial Services profession by providing compliance, regulatory, and financial support to a range of high quality, Independent Financial Advice firms. We, alongside 120 other national and regional firms across the UK, use the best-in-class technology solutions, discretionary platform and support services to provide competitive advantage and deliver excellence to our clients. www.benchmarkcapital.co.uk
Winner - Money Marketing Best Network 2011, 2012, and 2014.
Winner - Professional Adviser Best Network Award 2014, 2015, and 2016.