01604 700 599 
Providing wealth management services to clients across the UK 
With us, it's personal 


Our clients expect us to really listen to their ideas of happiness and not be prescriptive or judgemental. 
Our clients expect us to design financial plans that support and enhance their ideas of happiness and purpose. 
There is not enough evidence to support a universal definition of happiness and there is too much pseudo-science being used by professionals pronouncing they know what happiness means. 
By getting to know our clients properly, we try our very best to build the financial plans to support their ideas.  
By using real evidence, we can then test those ideas in order find the best solutions. 
It’s not about clever questions, it’s not about coaching our clients, it’s not about prescriptive ideas of wellbeing, and it’s not about the latest ideas from a self-help book.  
We would never patronise our clients with this kind of nonsense. 
• Our clients expect an individual plan for their individual needs and objectives based on their concept of wellbeing 
MOTIVATIONAL MONDAY - read Cameron's weekly #MotivationalMonday post on LinkedIn by clicking here. 
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