Professional introductions are important to our business. We know you want to be confident that any client you refer will receive our award-winning service, which is why we update you throughout the advice process. For added reassurance, we hold Chartered Financial Planners status, and membership with SIFA (Solicitors for Independent Financial Advisers).
Very able in explaining and tailoring solutions to the client's needs.
Innovative and considered solutions...we trust them to look after our clients with the same care and attention that we would.
Professional advice of the highest standard.
Advice has always been timely, well researched and appropriate.
We really enjoy working alongside First Wealth. They provide our clients with a very different outlook from most advisers. Primarily it's the focus on lifestyle financial planning which really fits with our ethos at Joshua Leigh & Co.
We have confidently referred many of our clients.