We are Wokingham based professional financial planners who exist to encourage our clients identify their lifetime dreams and achieve these through the design of a sensible financial plan. In simple terms – we increase the probability of you achieving your goals. We show you in easy to understand terms your progress towards these goals through our regular review meetings. We encourage and support you in the decisions that you make and are never pushy. Our clients always understand what they are doing and why. We have a unique investment philosophy and educate our clients about money and wealth to help them avoid mistakes that destroy capital. We are responsive and near at hand when required, and trusted to provide friendly, non-judgemental financial advice.
Investments – the value of units can fall as well as rise, and you may not get back all of your original investment