CHECK WHAT OUR CLIENTS SAY BOOK A FREE CONSULTATION

RETIREMENT...needs a plan

When do you want to stop working & start living?

INVESTMENT...Plan & Prosper

Wealth comes when you save, wealth grows when you're savvy.

TAX & ESTATE...Make it simple

Keep it in the family! Take back control of your estate.

PROTECTION...shouldn't be optional

Your family should always feel your love and Protection.

Taking care of all your financial needs

We make it simple and informed

  • Initial Consultation
    1

    Initial Consultation

    We start by listening: to your hopes and dreams; to worries that keep you awake at night and we help you to clearly define your most important goals.

  • Discovery Meeting
    2

    Discovery Meeting

    Understanding your 'story', your values and your beliefs is integral to how we work. We want to learn about you, your family, and, if relevant, your business.

  • Discovery Meeting
    3

    Create a Plan

    Working together, we will build a comprehensive plan to maximise the chances of achieving your most important goals.

  • Implementation
    4

    Implementation

    We take responsibility to ensure your plans are properly implemented.

  • Regular Reviews
    5

    Regular Reviews

    We continually review the road map with you along with your various plans and underlying investments. Changes are recommended to maximise the opportunities.

It doesn’t matter what we say, this is what our clients say

I had been giving thought to consolidate 4 separate company pensions I had, spread around various companies. I was lucky enough to come into contact with Sonali, who was quick to respond to my request for advice and guidance. Sonali met me three times over the course of about three months and she explained the options available to me and guided me in terms of the level of risk that was appropriate for my circumstances.
I am pleased to say that Sonali has now successfully managed the transfer of my various pensions into a consolidated fund that is already starting to deliver performance. I am happy to recommend Sonali to others.

Joseph

Sonali is very approachable, professional and knowledgeable about the financial markets and explains things in layman's terms, I would definitely recommend her as an adviser.

Stephen

Sonali was recommended to me by a friend and that has been truly justified. Incredibly professional and thorough and she ensured I understood each step of the process.

Patrick

I found Sonali to be highly professional , helpful and always just a phone call away. I have also recommended her to another family member.

S Gibbs

Sonali is a very pleasant and knowledgeable young woman who was able to guide me through the complexities of choosing and setting up both a pension and life insurance. Everything went through exactly as she predicted, with no need on my part to revisit any of the information sent to the pension provider. Sonali dealt with the provider exclusively, keeping me informed of progress whenever necessary. She was also able to make informed decisions regarding the type of pension which would be most suitable for me, and was able to back up her decisions with performance figures from various pension options.

Mr Bradley