Importance of advice in uncertain times

June 22, 2017 - Reena Patel

In periods of political and economic uncertainty, getting independent financial advice is more important than ever.


Helping you feel in control

Everyone wants a secure future for themselves and their family, but with the unstable economy you may be wondering how it is best to achieve this. By taking control of your finances, we can help you reduce worry by finding the financial products and solutions most suitable for you.

Our advisers are highly qualified and we have a wealth of in house experience meaning that we have witnessed turbulent economic times before. We can analyse possibilities and help protect your finances, making sure that they are at a risk level you feel comfortable with. You can get in touch with your adviser anytime you need to talk, as well as having the peace of mind that your finances are being looked after.


Protecting your money

Stock markets like continuity and stability and currently the uncertainty around Brexit and a hung parliament provide neither. This makes finding a way to protect and grow your wealth harder and with so many financial products out there and it can be confusing knowing what would be best for you. We focus on long term outcomes for our clients and ignore the short term noise. Our Investment Committee regularly review its processes and decisions to ensure our portfolios are well positioned and have enough diversity to alleviate risk.


Financial Planning as Life Planning

Our advice focuses on what kind of life you want to live, rather than just the money. This allows us to see the bigger picture and plan for your unique circumstances. Our team are young enough to be with you for the long-term, planning ahead and anticipating your changing financial needs as you move through each stage of life. This means we can adapt your financial plan to whatever life might throw at you, including tough economic times such as these.



To book a free initial appointment call 0116 269 6311 or email