But would you recommend this investment to your Mum?

Recently, a new client asked us a simple yet profound question before they began their investment journey: “Before I do this—would you let your mum invest in this?” It was a question that perfectly captured the importance of trust and transparency in financial advice. And the answer is a resounding “Yes!”. In fact, we don’t just recommend these strategies to our clients—we use them ourselves for our own families.

Investing in the same way we advise

As a team of experienced financial advisers, we believe in walking the talk. We quite literally invest in the same way we advise, whether it’s for ourselves, our kids, or yes—even our mums. Why? Because we know that putting our money where our mouth is makes this journey all the more tangible and relatable. We aren’t just suggesting theories or distant ideas; we’re guiding you with the same care and attention we’d give our loved ones. Glyn often says “treat our clients like family and you won’t go wrong”.

This was such a great question because it highlights the importance of feeling secure and confident when making financial decisions. Investing can be daunting, especially if you’re new to it, but when you know that the advice you’re receiving is advice we follow ourselves, it can make all the difference. We’ve seen firsthand how these strategies work, and we’ve trusted them enough to safeguard our own families’ futures.

Helping you to feel secure and confident

So, if you’re ever uncertain or feel the need for reassurance, remember: we don’t just talk about investments; we live them. We invest in our families, and we’re here to help you do the same for yours.

Ready to take the leap? Let’s make your investment journey as secure and successful as we would for our own parents and kids.