Many of my new clients are referred to me by existing clients.
The reason is that I put advice before sales and concentrate on building a long term client relationship so that as their needs change, their financial position and solutions can also change.
My clients fall into one of two main categories:-
Private clients tend to require assistance with
- Building and preserving wealth
- Financial protection against risk
- Management of cash and borrowings
Corporate clients have the same basic needs as private individuals but increasingly employers and business leaders are expected to take more responsibility for employee well being. Therefore, we also assist them with
- Corporate planning
- Corporate pension planning
- Employee benefits