Our Value Proposition
Financial markets include a vast number of very diverse products, funds, wrappers and platforms. Researching and monitoring all those products for each investment would be impractical and extremely costly. We manage that complexity by employing some of the best research engines in the industry.
This allows us to offer our clients some of the most modern and financially efficient products available and accompany them with a personalised, flexible, attentive service. Our clients thus can enjoy the best of both worlds: on one hand, the vast breadth of research coverage typically offered by much larger companies; on the other, the close-contact, personal service characteristic of smaller, private firms.
Our services
What our clients say
Elaine S.:
“Simone took the agony out of consolidating and updating my pension provision and the review of my financial situation was extremely helpful in the run up to my retirement”.
Julia S.:
“I have been working with Simone for more than 20 years. I don’t make any investment decisions without speaking to her first and recommend all my friends and contacts to do the same.”
Warner M.:
“I have had a longstanding relationship with Simone. She works hard to understand my financial position and as my needs have changed she has adjusted my portfolio accordingly. She is an adviser in the true sense of the word.”
