Personal Finance is more Personal than it is Finance

 

 

Our philosophy here at AIM is to concentrate on building a deep understanding and trust with our clients. We only work with clients who are looking for a long-term working relationship. This means that we'll be your financial counsel and confidant! We make sure you always make well informed decisions, avoid mistakes and have impartial and truly independent advice.

 

The value in our service is not in the financial plan itself. It is in the action of real time planning. Planning today allows you to fine tune your financial behaviour and make sensible decisions.

 

We work with clients who are already good stewards of their finances. As you would expect, each adviser is limited by their time and has a maximum number of clients who they are prepared to work with. We are currently accepting new clients but we carefully select who we want to work with. An initial casual chat is provided at our cost to find out whether we are a good fit for each other.

 

 

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