I’m delighted to introduce the latest version of our website – our 4th or 5th iteration if I remember correctly.

We’ve had great help from Rachael at Clooti and Bill at Wing Design in bringing this to life. They’ve be instrumental in helping us get the correct message about what we do across and how this has evolved over the last 12+ years. The journey has quite fascinating.

The aim of the business was always to provide the best financial guidance and planning that we could, but in the early days we were in a product-sales led rather than advice led environment.

We had a strong belief and conviction that there was a better way to provide a better experience and outcomes for our clients and that has led us to the approach we take today.

The tools, support, processes and systems were admittedly there, but you had to go digging to find them and work hard to implement them in the business process, but the feedback we were getting about what we doing for clients, convinced us it was the right thing to do.

It’s reassuring to see how many other financial planning firms now adopt a similar approach to us and have a client service ethos at the heart of their businesses.

Our new website reflects the distillation of what we’ve tried to do since the business started, and we aim to provide as much information and education on financial matters, regulations and taxation along with the latest thinking on smart investing as we can.

We hope that you find the new website a true reflection of what we are about as a business. We’d be delighted to hear any comments that you have and any ideas of items or ideas you’d like to see more of.

Roland Oliver
May 2019


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