Our values and beliefs
We value transparency in all aspects of our approach to financial planning, life and business. We act with integrity and treat our clients fairly to provide financial services in an open manner.
Trust is the cornerstone of our relationships and we work hard to build it. The more that’s shared the better our understanding of what we’re all working together to achieve. By knowing what drives goals or fuels fears we are better able to map the best course.
Clients are at the centre of everything we do. Next to our clients, our colleagues are the most important people in our business. Open, constructive and objective discussion is an integral part of the advice process. We like to be challenged and believe some of our best work is achieved collaboratively.
Risk is ever present and a key aspect of meeting our client needs is balancing acceptable risk against the required reward. We like to be “risk efficient” and firmly believe that clients should take only the risk required to meet their needs so we’re a very safe pair of hands.
A long-term objective is best anchored to a long-term investment strategy. We don’t get too distracted by short term stuff and regular progress reviews highlight any adjustments needed to keep you on track.
Testimonials
My previous adviser came across as not wanting to give me advice, and I knew I needed to do some financial planning but couldn’t see the link between planning and my desired outcomes. Kenny came in and brushed those concerns aside.
Kenny recommended a strategy that was best suited to me and meeting my goals. It felt like Kenny was on the journey with me, reviewing my goals and attitudes to risk. I didn’t feel alone with Kenny.
GLASGOW
I started investing small amounts into my pensions, but wasn’t convinced I was investing correctly if I was to meet my goal of retiring before 60.
Kenny I and discussed my goals and my current finances to ensure my ongoing plan was affordable. The relationship I developed with Kenny has helped immensely, as it feels like a partnership in which I have input, but all the hard work is done by Kenny and his team. The long-term results have been great as a result of this relationship.
NORTH AYRSHIRE
I wasn’t able to give much time to my finances, and had no idea how to maximise them. I was at a crossroads and seriously needed to look at my long term planning.
I felt my finances were more complex than necessary, and it made me feel nervous and anxious. There were too many policy options to consider.
Kenny took an overall view and came up with a simplified, better performing plan with everything under one umbrella. Kenny took the worry off my shoulders, meaning I’m now far less stressed about my finances.
NORTH LANARKSHIRE
My previous adviser came across as not wanting to give me advice, and I knew I needed to do some financial planning but couldn’t see the link between planning and my desired outcomes. Kenny came in and brushed those concerns aside.
Kenny recommended a strategy that was best suited to me and meeting my goals. It felt like Kenny was on the journey with me, reviewing my goals and attitudes to risk. I didn’t feel alone with Kenny.
GLASGOW
I started investing small amounts into my pensions, but wasn’t convinced I was investing correctly if I was to meet my goal of retiring before 60.
Kenny I and discussed my goals and my current finances to ensure my ongoing plan was affordable. The relationship I developed with Kenny has helped immensely, as it feels like a partnership in which I have input, but all the hard work is done by Kenny and his team. The long-term results have been great as a result of this relationship.
NORTH AYRSHIRE
“I wasn’t able to give much time to my finances, and had no idea how to maximise them. I was at a crossroads and seriously needed to look at my long term planning.
I felt my finances were more complex than necessary, and it made me feel nervous and anxious. There were too many policy options to consider.
Kenny took an overall view and came up with a simplified, better performing plan with everything under one umbrella. Kenny took the worry off my shoulders, meaning I’m now far less stressed about my finances.
NORTH LANARKSHIRE
Get in touch
If you would like a chat to find out more, or have any questions about financial planning, then please get in touch.
