What we offer:
A cup of coffee and a second opinion

Let’s be honest with each other right from the start and begin with what we’re really bad at: Selling the usual financial marketing hogwash as a genuine service.

And you know what? We do pretty much everything we can to become even worse at it. After all, you and your assets deserve better than to be served fairy tales about fantastical performance or maximum profits.

What we’re really good at …

… other than making coffee: Taking. Namely taking time, for you. We want to use the time we spend together to our mutual benefit. You get to know us, we get to know you. We will ask you to share your financial goals with us. Because we want to understand what your investments need to achieve for you.

We will review your portfolio for you. If we think your investments align with your goals, then that is exactly what we will tell you before bidding you farewell with a happy smile.

But if we think that some of your investments aren’t in line with your goals, we will explain to you why in plain English, leaving out any blah blah as we do so. And, if you like, we’ll recommend some alternatives as part of our independent advice service.

Either way, the coffee is on us.