We’re all in this together
Alongside our knowledgeable team, we work in tandem with specialist businesses to bring our clients the best possible service.
We use FinaMetrica’s Risk Profiling system to provide a scientific assessment of a client’s personal financial risk tolerance in plain English. The 25 question risk tolerance tests can be completed in 15 to 20 minutes and the comprehensive risk tolerance report is available immediately to us and our clients.
We are supported by CATS, a small but committed team of compliance consultants who provide regulatory guidance and support. This expert team ensures that we continue to operate compliantly within the highly regulated UK advice regime.
Our client portal is built and maintained by Moneyinfo, a private financial technology firm based in Warwickshire, specialising in client portals and mobile apps for the wealth management industry. The portal is offered to all ongoing clients to help manage wealth.
We use FE Analytics, the market-leading investment analysis software, for comprehensive fund research, portfolio modelling and client reporting. Investing in this technology allows us to show clients the rationale behind our advice and demonstrate the performance of different portfolios in different scenarios.
For cashflow forecasting, we use Voyant. This market-leading system enables our financial advisers to plan for their clients’ future in an understandable and accessible way. It takes into account variables and determines how to invest assets based on current circumstances, financial goals and attitude to risk.
For a number of our clients, we offer Insignis, a cash management solution which helps with cash reserves. It provides a range of cash solutions, allowing clients to receive more interest and benefit from greater security, giving us more time to focus on your wider investment opportunities.
Herefordshire and Worcestershire Chamber of Commerce
We are proud to be a Gold member of the Hereford and Worcestershire Chamber of Commerce. The Chamber provides business and industry support across the two counties. The Chamber sits at the heart of the community, working with companies of all shapes and sizes, and representing all sectors to achieve steady and sustainable growth. The Chamber also provides training and development opportunities specifically designed for businesses which our team can benefit from.