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Our Approach

We are very proud of our status as Chartered Financial Planners but we are clear that although most clients join us for our financial planning skills, the reason they remain with us is the performance of their investments.

Our clients are content in the knowledge that they are dealing with a highly qualified dedicated adviser of the utmost integrity who is committed to their prosperity and that of their family.

Our advisers have a close relationship with their clients and have a detailed understanding of their circumstances and their needs, concerns and aspirations.  This understanding combined with the commitment to provide an ongoing service through regular reviews is what a great many of our clients would refer to as the Balmoral 'experience'.

Above all, Balmoral has built an enviable reputation for being the right people to sort things out.  We are also recognised as the people who will constantly come back and ensure that our clients' affairs continue to be sorted out.