The Profession of Financial Planning- 10 Questions to ask when choosing a Financial Planner (IFP)
- Code of Ethics (IFP)
- What is a CFPCM Professional?
- Paradigm Norton CFP professionals
Our Philosophy
"Measure wealth not by the things you have, but by the things you have for which you would not take money."
Our Philosophy
By design, we only act for a relatively small number of clients, seeking to build close long-term professional relationships with each other.
Our low clients to financial planning staff ratio is extremely unusual in the profession but we believe it is one of the reasons why we can deliver such high levels of service to each individual client.
We take time to understand your motivations, ambitions, concerns and responsibilities.
Our primary motivation is to put you first so that your motivations become our motivations.
Size
We are financial specialists, not general practitioners. We provide services targeted at a highly select group of people. We will never be a large company and we do not attempt to compete on the basis of price. Rather, we employ strategies that rely upon offering unique and special services for which our clients are willing to pay a premium price.
We have created a practice which possesses the specialist knowledge, expertise and capability essential to solve the issues raised by our clients.
Fee Only
We have found that there is a growing aversion to commission-based advice.
People are seeking answers to bigger questions than “where can I buy the cheapest investment?”.
We believe a commission based remuneration structure fundamentally compromises the planner-client relationship.
We only offer a fee-based service so that we are able to offer truly impartial advice and counsel.
Our independence from financial institutions means that we are always free to make recommendations which genuinely put you first. Read more.