What Clients Say About Us


“Well, I’m definitely sold on the value of the planning discipline. It’s very liberating to have a framework for decision making based on an established plan. Many previously complicated decisions are now trivially easy, because I know what we’re trying to do. Also, the World view – Objectives – Strategies – Tactics – Implementation logic captures and separates the various levels of abstraction very clearly. Fee-only is also definitely the way to go. It transforms the client-adviser relationship from its utterly dysfunctional UK standard and, for me, is crucial to establishing trust.”

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