Money? What’s it all about? What does it mean to you? What does it enable you to do? What are your goals and aims for the future? How much will you need? How long will it last?
The creation, spending and preservation of wealth mean different things to each of us, largely influenced by our personal life experiences and future goals and aspirations.
That is why we spend a lot of time to ensure that we really understand you and how you feel about these sometimes very difficult and stretching questions. If we can get a clear picture of your views on these issues we can make sure that we are guiding you in the right direction.