“Establishing Allonby + Partners is a reaction to the financial services commoditisation of what should be a personal, long-standing relationship between client and adviser.”
Our clients trust us with very personal thoughts about their family, financial objectives and concerns and we believe the only way to treat these confidences with due respect is to act as independent advisers, putting our clients first.
“We believe Allonby + Partners stands out because we are cynical of the industry in which we operate. Our goal is to never approach clients with our own agenda, or a range of products to sell.”
Financial advisers can become prone to introducing unnecessary complexity, putting products before planning, or speculating on the future direction of a share, a fund or an asset class. When advisers focus on short-term objectives, react to market events and try to be clever, the client becomes secondary.
“Our objective is to have long-term relationships with clients; through the life events of business sales, retirement, births, deaths and marriages to provide continuity and trusted, independent advice.”