Contact PersonIan Gourley
Chartered Financial Planner
DescriptionAs Independent and Chartered Financial Planners we help make a difference to our clients and their families by helping them to live their best possible life. We advise businesses and individuals throughout the UK – offering independent, sound and practical advice to those who need it. We understand seeking help is a big step. By listening to our clients and learning how their families’ lives work and truly understanding what they are looking to achieve, we can help them remove the fear of their financial future by implementing the best strategies and help them move forward in a positive way. Through our work we help remove the hassle and burden of their financial situation and help them to save money – and more importantly precious time – so they can spend it doing the things they enjoy.ApproachAs members of UKSIF for over 10 years we have much experience in helping many clients achieve their financial goals whilst being true to their values and beliefs. Our aim is to make a difference to our clients lives and we understand that you want to make a difference to the world at large. Whether this is investing in firms making a positive impact or avoiding ones that invest in areas that go against your views or ethical issues. Your investment portfolio will be tailored to you. It is created around your values, goals, investment time horizons and appetite for risk and reward. We take the time to understand your values and your views on how you want to use your money. We will review your investments on an ongoing basis to ensure they continue to fit your investment wishes, attitude towards risk and that they are on track to meet your financial goals.