Many of our new clients are referred to us by existing clients.
The reason is that we put advice before sales and concentrate on building a long term client relationship so that as their needs change, their financial position and solutions can also change.
Our clients fall into one of two main categories:-
Private clients tend to require assistance with
- Building and preserving capital
- Financial protection against risk
- Management of cash and borrowings
Corporate clients have the same basic needs as private individuals but increasingly employers and business leaders are expected to take more responsibility for employee well being. Therefore, we also assist them with
- Corporate planning
- Corporate pensions
- Employee benefits