WETECHNOLOGY.

We are committed to constantly developing our business and taking advantage of all of the amazing new technologies available to us as Financial Planners.

From the very foundations of our firm, we were dedicated to using technology wherever possible to streamline our business since we know that if we can keep our costs low, we can keep our fees for our services low! .

Financial Services is a profession often dominated by dinosaurs that are reluctant to accept change and this means they have to charge astronomical fees to their clients to cover their unnecessary overheads!

Our commitment to you, is that we will NEVER let you down in this way.

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To meet you anywhere in the UK, in the comfort of your own home! Zoom allows us to video chat, providing the face to face service we believe is vital in financial advice! It also allows us to share complex presentations with you via ‘screen share’ so we can really get into in-depth conversations to explain our recommendations to you thoroughly.

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We’re an environmentally conscious bunch and having worked in old fashioned financial practices where they got through a rainforest worth of paper every week, our founders knew it was important to find a better way to do business. Docusign means we can get all the signatures we need from our clients without chopping down a single tree! It also saves us a fortune in stamps which means we can pass these savings on to you, our clients!

Isn’t it annoying when it takes 38 emails going backwards and forwards to try to find a time you are both free for a meeting? Acuity lets our clients book a meeting straight into our adviser’s diary, saving stacks of time!

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We believe it is really important to keep our clients informed. We also know that what we do for a living is boring to lots of people (not us, but we know we’re geeks!) We think that video is an amazing way to communicate with our audience as it can bring a dull subject to life in a way a written guide never could.

Asana is a task management tool that keeps our team informed about progress in our casework. It keeps our team, who all love to work remotely, constantly informed and means that you, our client, get the very best service through efficient back office processes

It’s really important that our advisers get a full understanding about how you feel about the risks associated with different types of investment. Following extensive research, we selected Dynamic Planner as our partner for assessing our clients Attitude to Risk.

Intelligent Office

This is widely recognised as the best software for case management in Financial Planning firms. Intelligent Office ensures we keep your data safe and your advice in line with the guidance offered by our regulator, the FCA.

An initial consultation with us is completely complimentary and can be done without having to leave your own home. Please use the enquiry form to request yours today!

Please use the enquiry form to request yours today!

Send an enquiry

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