Mentor Financial Services Limited and Tony Granger
I provide individual and corporate client solutions through my financial planning, tax consultancy, and trust work. I take care to focus on the needs of clients, with a view to structuring the best financial plan for them.
There are no off-the-shelf solutions. My experience is that every single one of my clients has their own personal concerns, responsibilities and aspirations. The solutions that work for one, simply would not work for another. Most of my clients are referrals from existing clients, and professional connections. For some I am planning for 3-4 generations of a family.
I refer clients to other business professionals, for complimentary expertise, and to provide a better service for those clients.
I feel that it's important to give something back to the Financial Planning industry, and I do this through offering training, seminars and consumer education publications.
Clients require total reliability from their financial planner. They don't want to read lengthy reports, but need to have solutions that can be implemented.