Compared with the average wealth management company, we dedicate considerably more time to our Members. It isn’t that we work harder: it is because our aim is for each of our financial planners to have around half the number of individuals to look after, making it easier for them to go the extra mile.
As a result of our determination to spend more time focusing on the fortunes of fewer individuals for longer periods of time, the bonds between us inevitably grow stronger. In turn, the decision making will always be better informed.