Based on the Kent and East Sussex border, we work with financial planners, wealth managers and IFAs across the south east of England and beyond.
Our clients appreciate that we take away the technical administrative side of financial planning, providing high quality, accurate and detailed research, analysis, projections and reports. With a little extra support, you can take back time for fee-earning, or even personal, activities.
We pride ourselves on being a safe pair of hands and highly detail orientated. We always aim to provide the most professional service possible, with security, compliance and technical expertise underpinning everything we do.
As every adviser is different, we like to get to know you a little bit better before we start work. We offer a free initial consultation to talk about what support you need and how you like to work. We can provide you with a bespoke service that fits in with your business – as an additional on-going or short-term resource, or on an ad-hoc basis.