Why choose us
Your guide throughout your financial journey
Choosing a financial planner is a big commitment. It’s more than simply selecting a service; it’s selecting a partner to guide you through some of the most important financial decisions you’ll make in life. We understand the significance of your choice – that’s why we want to help you make the right one. Here are some of the reasons clients place their trust in us.
Here's why our clients place their trust in us...
1. Integrity at our core
We hold integrity high up in our core values, and it’s not a word we use lightly. We care hugely about doing the right thing and doing it in the right way for our clients. We aim to instil in them the confidence that whatever their situation, they can trust us completely to do what we’ve promised.
2. Specialists for business owners
We have many years of experience working with business owners and directors. We understand many of the challenges you face, and our first-hand knowledge means we can provide a service that enables us to look after you and your business at the same time.
3. Chartered status
Mark Galligan is a Chartered Financial Planner, a highly regarded status awarded by the Chartered Insurance Institute (CII). To have achieved this level of qualification, a financial planner must demonstrate the highest levels of knowledge, professionalism, and ethical practice. By choosing to work with someone who is Chartered, you can be confident that you’re receiving the highest calibre of advice.
4. Our professional connections
We can work seamlessly with your other trusted professionals, such as accountants and solicitors, to ensure a fully joined-up approach to your financial affairs. With an extensive knowledge of their processes and ways of working, we can avoid some of the more common obstacles to progress and ensure things stay on track.
5. Totally independent
We’re proud of our independent status and firmly committed to maintaining it. As an independent firm, we can operate on a non-restricted basis for our clients and recommend products from the whole of the market. This means we can truly focus on sourcing the right solutions for different needs.
6. Our personable service
Financial planning is an inherently personal process. We know that achieving the best outcomes is a result of you feeling comfortable, understood and listened to. We treat every one of our clients as we would hope to be treated ourselves – with care and compassion.
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