Although we act upon each individuals needs, all of our clients have one thing in common – their main objective is linked to lifestyle. They want to identify, achieve and maintain their desired lifestyle without ever running out of money, or perhaps dying with too much.
Over the years we have built an outstanding reputation for the close working relationships we have with our clients. It all begins with listening – we listen to your needs, your wants and your dreams. We will then build this into a plan for you, helping you to meet your objectives.
When you are discussing personal and confidential information, trusting the listener is extremely important. We are always 100% open and honest with you, with confidentiality being a strict policy. Our clients trust us and it is our goal that you do too.
We aim to explain complex information simply and clearly, with no jargon. We cannot totally avoid the complexity of financial advice; however at Achieve we work closely as a team to ensure you understand every element of the terminology and the service we provide. If you have any queries or concerns we will always respond as quickly and efficiently as possible, usually on the same day.
Your initial meeting with us can be arranged at a time and place that suits you, all at our cost. This can be at our office, or somewhere more convenient to you. We will show you what we do for our clients and it will then be up to you if you want to move forward with us.