WHAT OUR COMPANY DOES
Our clients generally seek a solution to a financial problem.
We work with:
– Professional individuals, couples and families
– People planning to start their own business
– People who want to gain more control of their finances
In fact, our clients are just like us! That means we understand their concerns and worries. Our job is to address immediate concerns while helping plan for the future.
Specifically, we can help with:
– Mortgages: helping choose the right option from the thousands available
– Protection: ensuring that if they become ill, or die prematurely, their family’s future is secure
– Retirement: reviewing and advising on existing pensions, while planning for the future to ensure clients retire on their terms
– Savings and investments: analysing existing savings and investments and making recommendations to ensure they are on track to deliver their objectives
We’ll work at the clients pace and in a professional, yet friendly way. The ultimate goal is to give clients clarity, confidence and peace of mind.
DESCRIBE THE TEAM/DEPARTMENT
We are currently a team of 5, we are down to earth and pride ourselves on our “John Lewis/Waitrose values”. We are energetic and enjoy what we do and who we work with, both colleagues and clients. We have all worked in large corporate campanies and now are much happier in control of our own destinies, being able to responsibly juggle work with family commitments.
HOW WE SUPPORT PART TIME FLEXIBLE WORKING
We all work flexibly from our hub office in Weybridge, coffee shops and our homes. We are all parents and have various broader commitments, so we support each other in balancing our lives whilst delivering our promises to our clients. It’s about team work and knowing what’s important to each other. We believe that productivity is not based on the number of hours you are present but by the quality of the work you do.