We have achieved success because of our absolute focus on personalised client relationships. Our business model offers outstanding value for money with cashflow modelling being central to comprehensive financial planning. The process is driven by technology and software. For example, our back-office system provides a secure client portal for client engagement, including valuations. Technology has enabled the client review process to be structured and relevant.

Minesh Patel the director and chartered financial planner writes regularly in the media about industry issues and the benefits of financial planning.

We have fully integrated ESG into our investment proposition and given the considerable challenges to our planet, this has been well received and embraced by our clients.

In recent years we have focused on Inheritance tax planning with the use of trusts and limited companies as planning tools. Limited companies are a means of intergenerational planning and we anticipate the area will grow rapidly in the next few years.