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Making Clients’ Lives Easier & Greener

Life can be stressful enough at times, and the last thing you need is the worry of chaotic finances working against you instead of for you. A financial advisor can organise, simplify and structure your finances, so they are working efficiently for you. One of the ways that we achieve this for our clients is through user friendly technologies.

Embracing new technologies provides our clients with personalised, efficient service. We offer the choice of face to face meetings sometimes at clients’ homes or in our energy-efficient harbourside office, close to public transport links, and increasingly often via secure video-conference meeting. Video meetings are an easy way to conduct a meeting, all you need is a computer or smart device with a camera and you’re good to go. This enables us to work around our clients’ busy lives and provide an excellent service whilst helping them cut down on their carbon footprint.

One green technology is our secure client portal. This allows clients to login to track their financial assets and liabilities, a view a library containing recommendations, reports, newsletters and documents, all at a click of a button. Clients can also use the portal for storing their own important non-financial documents.

Recently, we have given clients the choice to sign 90% of their documents electronically. This simple, convenient and secure method of signing documents has the added benefit of reducing transport emissions, the use of stationery consumables, paper production emissions and of course wood consumption.

New technology is not for everyone and we are still able to accommodate individual preferences so that clients receive advice and communications in a more traditional manner.

We are passionate about helping clients put their financial and tax affairs in order while minimising the environmental impact of providing excellent customer service, even to the extent of offering free electric charging for clients who drive to our office.

Articles on this website are offered only for general informational and educational purposes. They are not offered as and do not constitute financial advice. You should not act or rely on any information contained in this website without first seeking advice from a professional. Past performance is not a guide to future performance and may not be repeated. Capital is at risk; investments and the income from them can fall as well as rise.

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