Wealth Builder Service


Our Wealth BuilderĀ Service helps plan your financial future and achieve your goals.

We will listen and find out what you are trying to achieve, what investments you already have and whether they can be improved. Once we have understood your goals we will propose a plan so that you can achieve them. In our opinion the most important part of our Service is the promise to pro-actively arrange a meeting with you once a year to review your goals and adjust the plan accordingly.

This service proposition was launched in 2012 and allows you to experience our amazing customer service first hand and is ideally suited for those with less complicated finances.