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The KJA Approach

As an independent firm of financial advisers, we go the extra mile to really get to grips with clients personal circumstances, requirements and aspirations.

The first stage before we’ll recommend a financial solution is to carry out a comprehensive fact find to get under the skin of your finances and understand your needs.

Our advisers are trained to the highest standards and are up to date with the latest rules and regulations, new products, planning tools and the economic marketplace. We adhere strictly to FSA guidelines and its directives on treating customers fairly.

When we offer you advice we pride ourselves on presenting it clearly, with background information supporting our proposal. Then during the course of the products life you will be kept appropriately informed of performance or any relevant changes.

Most of our Clients have been with us for many years and trust us to provide the best financial solutions. Much of our business is from personal recommendation – so we always aim to build a long-term relationship where we can continue to help you manage your finances as your personal circumstances change.

In a nutshell…

We’ll understand your financial background and needs
We’ll analyze your situation and research the markets
We’ll recommend tailored solutions and be transparent about our costs
We’ll implement our recommendations on your instruction
We’ll deal with the paperwork to make it a hassle free process
We’ll review performance and any changes to your circumstances
We’ll meet regularly and build a long term relationship with you