OUR PHILOSOPHY
Our Guiding Philosophy (by Charlie Palmer)
Financial Planning is the longest term business of all. We invest people's money in pension schemes and investments for years and years. We expect their investments to be very long term. A customer recently contacted Hoare's bank and after some research they discovered her family had been customers since the 1690's - when banking first began. We believe the same principles should apply to our service to financial advisers. Everybody needs a financial adviser and in the absence of any serious mistakes we would expect to advise a client throughout his or her life and for my firm to deal with their children and so on. This is the longest term business of all and trust is the key ingredient - it takes years to build and minutes to lose and is the key to financial planning.
Into The 21st Century
We started to help other financial advisers in 2001. These were advisers who wanted to advise under our umbrella. The umbrella provides compliance support and the necessary FSA regulatory licenses that advisers need in order to comply with the Financial Services and Markets Act 2000.
Our motto is Humility, Integrity and Discipline.
