We are committed to providing high quality financial advice. The reputation of our independent financial advisers is founded on the application of integrity and expertise in recommending the most suitable product for the needs of their customer. Our aim, quite simply, is to optimise the effective management of your financial affairs. Fundworks Limited and our business partners can provide you with the complete financial solution to meet your personal needs with independent financial advice on a wide range of financial services.

 

We have a “team-based” approach to looking after our clients and we believe in, and take pride in building strong, long-term relationships. We provide holistic financial advice for (individuals, businesses, trusts) on investments, savings, retirement planning, non-investment insurance (for example life assurance, private medical insurance, critical illness cover). We help our clients achieve their lifetime financial goals and support the creation of their financial independence.

 

We will create a plan that identifies the gaps between where clients are and where they want to be.

Support them in making their aspirations a reality.

Create an investment plan that focuses on meeting our clients’ needs.

Making adjustments as their circumstances change.

 

We help you achieve your goals using the latest financial planning techniques and technology - while keeping you fully aware of the reasons for the recommendations and the costs involved.