The firm's Financial Planning director is Dom Browning, who is 56 years old and has been a financial consultant since 1993. He gained the Diploma PFS qualification in 2006 and is a member of the London Institute of Banking and Finance.
Our Client Services director is Julie (Dom's wife) and our two sons are also working in the business. Ben manages our Lasting Powers of Attorney desk and Sam has recently qualified as a Financial Adviser.
Our approach is to keep things as simple as possible. Warren Buffet (perhaps the most successful investor of all time) said “There seems to be some perverse human characteristic that likes to make easy things difficult”. We could not agree more and believe that many people in our fine profession are guilty of this.
We believe in reaping what we sow and treating clients as would like to be treated ourselves. It is Winston Churchill who said "We make a living by what we get, but we make a life by what we give".
Please look at our testimonials page for reasons why others have chosen to use our services.
Whilst financial planning and investment management are our core business, Dom’s special interest is in later life planning. Over the years we have seen cases where people’s lifetime savings have been either decimated or left to the wrong people due to a failure to plan properly, for example a poorly worded Will, no Lasting Power of Attorney, no care fees or Inheritance Tax plan and no implementation of trusts. Dom could not see the point of assisting clients to build capital, only to lose it all unnecessarily and made it his mission to fill this gap.
One of the popular misconceptions is you should write your Will via a Solicitor. Whilst some solicitors do specialise in this area and do have the expertise, most do it as an “add on “ service and write basic Wills that do little more than that provided by the Rules of Intestacy i.e dying without a Will. We believe a Will should be done properly.