Our philosophy to business is based around the country values reflected in our town.
We are plain speaking stockbrokers and financial advisers who avoid using jargon and buzz words when dealing with our clients.
We do not adopt a sales driven approach with our business, but like to get to know our clients over a number of meetings in order for them to feel comfortable in dealing with us.
Choosing a financial adviser to manage your affairs is an important step, and you need to develop confidence and trust in who you decide to appoint to this role.
We suggest you come in and meet us, and we can assess your financial circumstances, your tolerance to risk and volatility, and how much of your assets you should have invested in cash, or shares or property.
If you have shares you need to sell, or know what shares you need to buy, we can usually buy or sell for you on the day we meet, as long as we have all the necessary documents to allow this.