WHERE DO WE ADD VALUE?
Our team firmly believes in our philosophy of being fiercely independent and acting on your behalf by striving to:
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Understand your objectives and keep them at the heart of our advice
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Have a deep understanding of the technical rules and how to apply them
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Ensure allowances are used and profits taken and other financial housekeeping
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Engage our clients with their finances on at least an annual basis to revisit financial plans and aim to ensure they stay on track
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Negotiate with third parties and researching on our clients behalves
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Provide counsel in times of economic turmoil and during the key moments in your life to remove the stress of keeping abreast of financial markets and changing tax rules
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Most importantly, know where we can add value and where we stray into trying to be clever: we won’t predict the future or have our heads turned by the latest investment fashions. We will be honest with you and act as your professional cynics.