As independent financial advisers and Chartered Financial Planners we truly are specialists in the investment and wealth management advice that we give. We are committed to our philosophy which draws on inspiration from three Anglo Saxon Runes.
These runes stand for: wealth, abundance and protection, and these have inspired our unique sustainable investment approach to financial advice and planning.
In ancient times, ‘wealth’ encompassed spirituality, health, friends and surroundings, not just material possessions. Whatever you consider wealth to be, our financial planners will help you to maximise yours and offer financial advice and sustainable and ethical investment options.
Abundance is linked with fertility and harvest. It symbolises a deep and binding commitment or partnership. Our expert financial planners are committed to helping you preserve and harvest the fruits of your hard work and to advise on ways to invest your wealth in sustainable and ethical investments.
For our ancestors, protection came from spirit guides, gods or guardian angels. Today, we see our financial advisers as sympathetic guides, to support you in your wealth management through ethical and sustainable investments and to provide advice on income protection insurance, critical illness cover, life insurance and business protection.