It’s our belief that experiences matter more than objects.
Remember the thrill of finally getting the shiny new toy? At some point it stopped being new and shiny. The same doesn’t apply to that amazing trip you took with your family. The trip may last for only a few days, but the memories you create will bring you greater happiness throughout your life than the gadget you picked up last week.
And the reason we believe it…whatever you have to do to gain self-knowledge, whether it is with our help or not, do it.
Find out who you are and what you want. Then you can stop wasting your life, energy and your money on things that don’t matter and start making financial decisions that will get you to your true goals.
Eunice was unfortunately widowed in her mid-60s.Read full story
Rachel, in her early 50s, had recently divorced...Read full story
Kelvin had worked as a lorry driver for the majority...Read full story
Robert had experienced financial difficulties in both...Read full story
I feel your overall service has been most helpful, comprehensive and in my best interest. You always give clear guidance to the reason behind things and have made sure I'm on the right track and I know you are always at the other end of the phone should I need any help. I'm very happy with the service you provide, and look forward to continuing on track for the future. Elizabeth Osborn - Birmingham
You advise us on the optimisation of savings, investments and pensions guided by a sensitive awareness of our attitude to risk i.e. good, sensible, professional advice on the options available and their hidden and often unsuspected complexities/opportunities. Similarly, provide sound guidance on inheritance and general financial planning based on astute and sympathetic appreciation of our family circumstances. Exhibit easy approachability and patient tolerance of the questions of the financial layman. You give us great confidence and peace of mind that we are receiving advice based on professional competence, genuine concern for client care and, most important of all, personal integrity. Ed & Margaret Swatman, Rolleston On Dove
I thoroughly enjoyed our conversation and was impressed with your industry leading wealth management business. Thanks for sharing your feedback and the details of your wealth management process. Gregory J. Stark - MD at Russell Investments EMEA
I find your service exceptional and I was pleased that you took me on as one of your clients, I have no complaints to make as you are very informative at our meetings and explain everything in good detail, which makes it easier for me. Thanks for everything. Trevor Gallier - Walsall
Very clear explanations and patience with my ignorance/stupid questions. I feel much much more comfortable about my finances since using your services. Dr Una O’Sullivan - Egham
Over the past 22 years, I have worked with over 2,000 advisory teams in the UK, US and Canada. Most of these teams recognize their importance in helping clients achieve their financial vision. Those who are successful in serving this purpose create engaged clients and implement a referable service model. Common Sense Financial Planning’s ability to implement ranks among the best of those I have worked with. Steve Moore - President Moore Solutions